Fulcrum Equity Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Fulcrum Equity Management’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	$293K	Buy	+5,519	New	+$290K	0.21%	113

Other funds holding SPYI

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

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Fulcrum Equity Management's SPYI Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 5,519 shares worth $293K. The stake represents 0.21% of the portfolio and ranks #113 among its holdings.

74 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Fulcrum Equity Management held 5,519 shares of NEOS S&P 500 High Income ETF worth $293K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Fulcrum Equity Management position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.21% of Fulcrum Equity Management's portfolio in Q2 2026, its #113 holding.
74 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.