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Financial & Tax Architects’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Financial & Tax Architects’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 		– Sell
-5,643
Closed -$296K – 121
2025
Q4 		$296K Sell
5,643
-32
-0.6% -$1.68K 0.07% 95
2025
Q3 		$297K Sell
5,675
-703
-11% -$36.1K 0.07% 97
2025
Q2 		$321K Buy
+6,378
New +$307K 0.08% 85

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Financial & Tax Architects's SPYI Position: Q1 2026 in Review

Financial & Tax Architects sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2026, closing a stake of 5,643 shares — an estimated $296K sold.

Financial & Tax Architects first reported a position in SPYI in Q2 2025 and held it in 3 quarters. The position peaked at $321K in Q2 2025. 396 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Financial & Tax Architects reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Financial & Tax Architects sold 5,643 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $296K.
  • Financial & Tax Architects first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and held it in 3 quarters.
  • Financial & Tax Architects's NEOS S&P 500 High Income ETF position peaked at $321K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.