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Gateway Wealth Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Gateway Wealth Partners’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 		$1.55M Sell
29,116
-9,656
-25% -$508K 0.09% 229
2026
Q1 		$1.91M Buy
38,772
+26,532
+217% +$1.37M 0.07% 258
2025
Q4 		$643K Buy
12,240
+5,293
+76% +$278K 0.07% 243
2025
Q3 		$363K Buy
6,947
+2,117
+44% +$109K 0.05% 285
2025
Q2 		$243K Buy
+4,830
New +$232K 0.05% 313

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gateway Wealth Partners's SPYI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 25% in Q2 2026, selling an estimated $508K and leaving 29,116 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #229.

Gateway Wealth Partners first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2026. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Gateway Wealth Partners held 29,116 shares of NEOS S&P 500 High Income ETF worth $1.55M as of Q2 2026.
  • Gateway Wealth Partners sold 9,656 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $508K.
  • NEOS S&P 500 High Income ETF made up 0.09% of Gateway Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Gateway Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Gateway Wealth Partners's NEOS S&P 500 High Income ETF position peaked at $1.91M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.