Game Plan Financial Advisors
SPYI icon

Game Plan Financial Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Game Plan Financial 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
Q3 		$10.6K Hold
200
– – ﹤0.01% 236
2026
Q2 		$10.6K Hold
200
– – ﹤0.01% 231
2026
Q1 		$9.9K Hold
200
– – ﹤0.01% 207
2025
Q4 		$10.5K Hold
200
– – ﹤0.01% 208
2025
Q3 		$10.5K Hold
200
– – ﹤0.01% 215
2025
Q2 		$10.1K Buy
+200
New +$9.6K ﹤0.01% 223

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Game Plan Financial Advisors's SPYI Position: Q3 2026 in Review

Game Plan Financial Advisors held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 200 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Game Plan Financial Advisors first reported a position in SPYI in Q2 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Game Plan Financial Advisors held 200 shares of NEOS S&P 500 High Income ETF worth $10.6K as of Q3 2026.
  • Game Plan Financial Advisors left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q3 2026, its #236 holding.
  • Game Plan Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.