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GHP Investment Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

GHP Investment 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
Q2 		$158K Buy
2,974
+97
+3% +$5.1K 0.01% 422
2026
Q1 		$142K Buy
2,877
+226
+9% +$11.7K 0.01% 420
2025
Q4 		$139K Buy
2,651
+198
+8% +$10.4K 0.01% 418
2025
Q3 		$128K Buy
2,453
+440
+22% +$22.6K 0.01% 420
2025
Q2 		$101K Buy
2,013
+421
+26% +$20.3K ﹤0.01% 434
2025
Q1 		$76.2K Buy
1,592
+1,342
+537% +$67.8K ﹤0.01% 459
2024
Q4 		$12.7K Buy
250
+9
+4% +$466 ﹤0.01% 665
2024
Q3 		$12.4K Buy
241
+67
+39% +$3.37K ﹤0.01% 689
2024
Q2 		$8.73K Buy
174
+124
+248% +$6.15K ﹤0.01% 709
2024
Q1 		$2.52K Buy
50
+48
+2,400% +$2.37K ﹤0.01% 747
2023
Q4 		$97 Buy
+2
New +$95 ﹤0.01% 832

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

GHP Investment Advisors's SPYI Position: Q2 2026 in Review

GHP Investment Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 3.4% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,974 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #422.

GHP Investment Advisors first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • GHP Investment Advisors held 2,974 shares of NEOS S&P 500 High Income ETF worth $158K as of Q2 2026.
  • GHP Investment Advisors bought 97 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $5.1K.
  • NEOS S&P 500 High Income ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #422 holding.
  • GHP Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.