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Global Wealth Strategies & Associates’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Global Wealth Strategies & Associates’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 		$230K Hold
4,325
– – 0.04% 100
2026
Q2 		$230K Sell
4,325
-39
-0.9% -$2.05K 0.04% 90
2026
Q1 		$215K Hold
4,364
– – 0.05% 77
2025
Q4 		$229K Buy
+4,364
New +$229K 0.06% 68

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Global Wealth Strategies & Associates's SPYI Position: Q3 2026 in Review

Global Wealth Strategies & Associates held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 4,325 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #100.

Global Wealth Strategies & Associates first reported a position in SPYI in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Global Wealth Strategies & Associates held 4,325 shares of NEOS S&P 500 High Income ETF worth $230K as of Q3 2026.
  • Global Wealth Strategies & Associates left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #100 holding.
  • Global Wealth Strategies & Associates first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.