Financial Gravity Asset Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Financial Gravity Asset Management’s Portfolio SPYI Stock Details SPYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.1K	Buy	+771	New	+$40K	0.01%	342

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Financial Gravity Asset Management's SPYI Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q1 2026: 771 shares worth $38.1K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings.

394 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

Financial Gravity Asset Management held 771 shares of NEOS S&P 500 High Income ETF worth $38.1K as of Q1 2026.
NEOS S&P 500 High Income ETF was a new Financial Gravity Asset Management position in Q1 2026.
NEOS S&P 500 High Income ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #342 holding.
394 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.