FSA
HYBI

Financial Security Advisor’s NEOS Enhanced Income Credit Select ETF HYBI Stock Holding History

Financial Security Advisor’s Portfolio HYBI Stock Details HYBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104M Buy
2,105,207
+205,111
+11% +$10.3M 19.13% 1
2025
Q4 		$95.6M Buy
1,900,096
+463,845
+32% +$23.4M 18.51% 1
2025
Q3 		$72.8M Buy
1,436,251
+61,749
+4% +$3.12M 15.49% 2
2025
Q2 		$69.4M Buy
1,374,502
+7,089
+0.5% +$353K 15.97% 2
2025
Q1 		$68.2M Sell
1,367,413
-4,134
-0.3% -$211K 17.31% 2
2024
Q4 		$70.2M Sell
1,371,547
-104,041
-7% -$5.41M 17.84% 2
2024
Q3 		$77.6M Buy
+1,475,588
New +$77.6M 19.33% 1

Other funds holding HYBI

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Security Advisor's HYBI Position: Q1 2026 in Review

Financial Security Advisor increased its NEOS Enhanced Income Credit Select ETF (HYBI) stake by 11% in Q1 2026, buying an estimated $10.3M and bringing the position to 2,105,207 shares worth $104M. The position accounts for 19.13% of the portfolio, ranked #1.

Financial Security Advisor first reported a position in HYBI in Q3 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold HYBI as of Q1 2026.

  • Financial Security Advisor held 2,105,207 shares of NEOS Enhanced Income Credit Select ETF worth $104M as of Q1 2026.
  • Financial Security Advisor bought 205,111 NEOS Enhanced Income Credit Select ETF shares in Q1 2026, an estimated $10.3M.
  • NEOS Enhanced Income Credit Select ETF made up 19.13% of Financial Security Advisor's portfolio in Q1 2026, its #1 holding.
  • Financial Security Advisor first reported a position in NEOS Enhanced Income Credit Select ETF in Q3 2024 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q1 2026.

Based on Financial Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.