FSM Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

FSM Wealth 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	$343K	Hold	6,466	–	–	0.04%	237
2026 Q1	$319K	Hold	6,466	–	–	0.04%	227
2025 Q4	$340K	Hold	6,466	–	–	0.05%	217
2025 Q3	$338K	Hold	6,466	–	–	0.05%	220
2025 Q2	$327K	Buy	+6,466	New	+$311K	0.05%	205

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSM Wealth Advisors's SPYI Position: Q2 2026 in Review

FSM Wealth Advisors held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 6,466 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #237.

FSM Wealth Advisors first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

FSM Wealth Advisors held 6,466 shares of NEOS S&P 500 High Income ETF worth $343K as of Q2 2026.
FSM Wealth Advisors left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #237 holding.
FSM Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.