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Gill Capital Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Gill Capital 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
2025
Q4 		– Sell
-4,325
Closed -$226K – 144
2025
Q3 		$226K Hold
4,325
– – 0.07% 120
2025
Q2 		$218K Buy
+4,325
New +$208K 0.07% 132

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GI
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Gill Capital Partners's SPYI Position: Q4 2025 in Review

Gill Capital Partners sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2025, closing a stake of 4,325 shares — an estimated $226K sold.

Gill Capital Partners first reported a position in SPYI in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 353 funds tracked by Wall St. Rank hold SPYI as of Q4 2025.

  • Gill Capital Partners reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Gill Capital Partners sold 4,325 NEOS S&P 500 High Income ETF shares in Q4 2025, an estimated $226K.
  • Gill Capital Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and held it in 2 quarters.
  • Gill Capital Partners's NEOS S&P 500 High Income ETF position peaked at $226K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2025.

Based on Gill Capital Partners's 13F filing for Q4 2025, filed 10 Feb 2026.