Gainplan’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Gainplan’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	$4.05M	Buy	76,379 +14,266	+23%	+$751K	1.6%	11
2026 Q1	$3.07M	Buy	62,113 +15,266	+33%	+$791K	2.3%	10
2025 Q4	$2.46M	Buy	46,847 +6,891	+17%	+$362K	0.92%	11
2025 Q3	$2.09M	Buy	39,956 +479	+1%	+$24.6K	0.89%	15
2025 Q2	$1.99M	Buy	39,477 +3,466	+10%	+$167K	0.9%	13
2025 Q1	$1.72M	Sell	36,011 -11,928	-25%	-$603K	1.12%	19
2024 Q4	$2.44M	Buy	47,939 +27,769	+138%	+$1.44M	0.93%	16
2024 Q3	$1.01M	Hold	20,170	–	–	0.48%	26
2024 Q2	$1.01M	Buy	20,170 +5,404	+37%	+$268K	0.49%	24
2024 Q1	$744K	Buy	14,766 +4,110	+39%	+$203K	0.36%	26
2023 Q4	$514K	Buy	+10,656	New	+$505K	0.27%	27

Other funds holding SPYI

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

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

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return