BFC Planning, Inc.’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

BFC Planning, Inc.’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	$2.62M	Sell	49,393 -2,077	-4%	-$109K	0.11%	199
2026 Q1	$2.54M	Buy	51,470 +4,007	+8%	+$208K	0.11%	176
2025 Q4	$2.49M	Buy	47,463 +37,738	+388%	+$1.98M	0.11%	177
2025 Q3	$509K	Buy	9,725 +2,478	+34%	+$127K	0.04%	379
2025 Q2	$365K	Buy	7,247 +1,837	+34%	+$88.4K	0.03%	436
2025 Q1	$259K	Buy	5,410 +4,210	+351%	+$213K	0.02%	520
2024 Q4	$61K	Buy	+1,200	New	+$62.2K	0.01%	1028

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 $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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 22.9% 1-Year Est. Return

BFC Planning, Inc.'s SPYI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 4% in Q2 2026, selling an estimated $109K and leaving 49,393 shares worth $2.62M. The position accounts for 0.11% of the portfolio, ranked #199.

BFC Planning, Inc. first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

BFC Planning, Inc. held 49,393 shares of NEOS S&P 500 High Income ETF worth $2.62M as of Q2 2026.
BFC Planning, Inc. sold 2,077 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $109K.
NEOS S&P 500 High Income ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #199 holding.
BFC Planning, Inc. first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.