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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Financial Management Network's SPYI Position: Q1 2026 in Review

Financial Management Network increased its NEOS S&P 500 High Income ETF (SPYI) stake by 63% in Q1 2026, buying an estimated $141K and bringing the position to 7,022 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #149.

Financial Management Network first reported a position in SPYI in Q4 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Financial Management Network held 7,022 shares of NEOS S&P 500 High Income ETF worth $359K as of Q1 2026.
  • Financial Management Network bought 2,713 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $141K.
  • NEOS S&P 500 High Income ETF made up 0.06% of Financial Management Network's portfolio in Q1 2026, its #149 holding.
  • Financial Management Network first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.