Financial Security Advisor
HYBI icon

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
Q3 		$98.2M Sell
2,039,075
-144,370
-7% -$7.05M 16.4% 2
2026
Q2 		$108M Buy
2,183,445
+78,238
+4% +$3.87M 17.49% 2
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

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Security Advisor's HYBI Position: Q3 2026 in Review

Financial Security Advisor reduced its NEOS Enhanced Income Credit Select ETF (HYBI) stake by 6.6% in Q3 2026, selling an estimated $7.05M and leaving 2,039,075 shares worth $98.2M. The position accounts for 16.4% of the portfolio, ranked #2.

Financial Security Advisor first reported a position in HYBI in Q3 2024 and has held it in 9 quarters since. The position peaked at $108M in Q2 2026. 14 funds tracked by Wall St. Rank hold HYBI as of Q3 2026.

  • Financial Security Advisor held 2,039,075 shares of NEOS Enhanced Income Credit Select ETF worth $98.2M as of Q3 2026.
  • Financial Security Advisor sold 144,370 NEOS Enhanced Income Credit Select ETF shares in Q3 2026, an estimated $7.05M.
  • NEOS Enhanced Income Credit Select ETF made up 16.4% of Financial Security Advisor's portfolio in Q3 2026, its #2 holding.
  • Financial Security Advisor first reported a position in NEOS Enhanced Income Credit Select ETF in Q3 2024 and has held it in 9 quarters since.
  • Financial Security Advisor's NEOS Enhanced Income Credit Select ETF position peaked at $108M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q3 2026.

Based on Financial Security Advisor's 13F filing for Q3 2026, filed 3 Nov 2026.