Focus Partners Wealth
SPYI icon

Focus Partners Wealth’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Focus Partners Wealth’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
Q2 		$2.19M Buy
41,177
+15,679
+61% +$825K ﹤0.01% 1319
2026
Q1 		$1.26M Buy
25,498
+15,653
+159% +$811K ﹤0.01% 1516
2025
Q4 		$517K Buy
9,845
+2,019
+26% +$106K ﹤0.01% 1938
2025
Q3 		$409K Buy
+7,826
New +$402K ﹤0.01% 1690

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's SPYI Position: Q2 2026 in Review

Focus Partners Wealth increased its NEOS S&P 500 High Income ETF (SPYI) stake by 61% in Q2 2026, buying an estimated $825K and bringing the position to 41,177 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Focus Partners Wealth first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Focus Partners Wealth held 41,177 shares of NEOS S&P 500 High Income ETF worth $2.19M as of Q2 2026.
  • Focus Partners Wealth bought 15,679 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $825K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1319 holding.
  • Focus Partners Wealth first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.