FIA
SPYI icon

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
Q2 		$5.25M Buy
98,800
+46,130
+88% +$2.43M 0.05% 243
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 $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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Foundations Investment Advisors's SPYI Position: Q2 2026 in Review

Foundations Investment Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 88% in Q2 2026, buying an estimated $2.43M and bringing the position to 98,800 shares worth $5.25M. The position accounts for 0.05% of the portfolio, ranked #243.

Foundations Investment Advisors first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Foundations Investment Advisors held 98,800 shares of NEOS S&P 500 High Income ETF worth $5.25M as of Q2 2026.
  • Foundations Investment Advisors bought 46,130 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2.43M.
  • NEOS S&P 500 High Income ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • Foundations Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.