Financial Management Professionals
SPYI icon

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

Financial Management Professionals’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 		$10.5K Hold
198
– – ﹤0.01% 574
2026
Q2 		$10.5K Buy
198
+13
+7% +$684 ﹤0.01% 578
2026
Q1 		$9.13K Buy
185
+11
+6% +$570 ﹤0.01% 548
2025
Q4 		$9.14K Buy
+174
New +$9.14K ﹤0.01% 546

Other funds holding SPYI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM

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

Financial Management Professionals held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 198 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Financial Management Professionals first reported a position in SPYI in Q4 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Financial Management Professionals held 198 shares of NEOS S&P 500 High Income ETF worth $10.5K as of Q3 2026.
  • Financial Management Professionals left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #574 holding.
  • Financial Management Professionals first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.