First Personal Financial Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

First Personal Financial Services’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
2024 Q3	$5.23K	Buy	+102	New	+$5.13K	﹤0.01%	342

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

First Personal Financial Services's SPYI Position: Q3 2024 in Review

First Personal Financial Services opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2024: 102 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

135 funds tracked by Wall St. Rank hold SPYI as of Q3 2024.

First Personal Financial Services held 102 shares of NEOS S&P 500 High Income ETF worth $5.23K as of Q3 2024.
NEOS S&P 500 High Income ETF was a new First Personal Financial Services position in Q3 2024.
NEOS S&P 500 High Income ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #342 holding.
135 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.