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

Financial Management Network’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 Q3	$458K	Buy	8,545 +288	+3%	+$15.4K	0.07%	134
2026 Q2	$438K	Buy	8,257 +1,235	+18%	+$65K	0.06%	144
2026 Q1	$359K	Buy	7,022 +2,713	+63%	+$141K	0.06%	149
2025 Q4	$227K	Buy	+4,309	New	+$226K	0.04%	171

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Financial Management Network's SPYI Position: Q3 2026 in Review

Financial Management Network increased its NEOS S&P 500 High Income ETF (SPYI) stake by 3.5% in Q3 2026, buying an estimated $15.4K and bringing the position to 8,545 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #134.

Financial Management Network first reported a position in SPYI in Q4 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Financial Management Network held 8,545 shares of NEOS S&P 500 High Income ETF worth $458K as of Q3 2026.
Financial Management Network bought 288 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $15.4K.
NEOS S&P 500 High Income ETF made up 0.07% of Financial Management Network's portfolio in Q3 2026, its #134 holding.
Financial Management Network first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 4 quarters since.
131 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.