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
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 $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Focus Partners Wealth's SPYI Position: Q1 2026 in Review

Focus Partners Wealth increased its NEOS S&P 500 High Income ETF (SPYI) stake by 159% in Q1 2026, buying an estimated $811K and bringing the position to 25,498 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Focus Partners Wealth first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Focus Partners Wealth held 25,498 shares of NEOS S&P 500 High Income ETF worth $1.26M as of Q1 2026.
  • Focus Partners Wealth bought 15,653 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $811K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1516 holding.
  • Focus Partners Wealth first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.