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Foundations Investment Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Foundations Investment Advisors’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 		$2.6M Buy
52,670
+21,286
+68% +$1.1M 0.03% 317
2025
Q4 		$1.65M Buy
31,384
+2,750
+10% +$144K 0.02% 392
2025
Q3 		$1.5M Buy
28,634
+24,040
+523% +$1.24M 0.02% 374
2025
Q2 		$231K Buy
+4,594
New +$221K ﹤0.01% 833

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 $879M 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

Foundations Investment Advisors's SPYI Position: Q1 2026 in Review

Foundations Investment Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 68% in Q1 2026, buying an estimated $1.1M and bringing the position to 52,670 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #317.

Foundations Investment Advisors first reported a position in SPYI in Q2 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Foundations Investment Advisors held 52,670 shares of NEOS S&P 500 High Income ETF worth $2.6M as of Q1 2026.
  • Foundations Investment Advisors bought 21,286 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $1.1M.
  • NEOS S&P 500 High Income ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #317 holding.
  • Foundations Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.