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Golden State Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Golden State Wealth Management’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 		– Sell
-19
Closed -$953 – 1693
2026
Q1 		$953 Buy
19
+1
+6% +$52 ﹤0.01% 1455
2025
Q4 		$984 Hold
18
– – ﹤0.01% 1519
2025
Q3 		$951 Buy
+18
New +$925 ﹤0.01% 1512

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FWM
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HCM
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MML Investors Services
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Cetera Investment Advisers
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Raymond James Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Golden State Wealth Management's SPYI Position: Q2 2026 in Review

Golden State Wealth Management sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 19 shares — an estimated $953 sold.

Golden State Wealth Management first reported a position in SPYI in Q3 2025 and held it in 3 quarters. The position peaked at $984 in Q4 2025. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Golden State Wealth Management reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 19 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $953.
  • Golden State Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 3 quarters.
  • Golden State Wealth Management's NEOS S&P 500 High Income ETF position peaked at $984 in Q4 2025.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.