Gradient Investments’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Gradient Investments’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	$57.4M	Buy	1,080,581 +44,174	+4%	+$2.32M	0.79%	32
2026 Q1	$51.2M	Sell	1,036,407 -748,841	-42%	-$38.8M	0.79%	32
2025 Q4	$93.8M	Buy	1,785,248 +32,277	+2%	+$1.69M	1.49%	14
2025 Q3	$91.7M	Buy	1,752,971 +83,988	+5%	+$4.32M	1.53%	12
2025 Q2	$84M	Buy	1,668,983 +26,747	+2%	+$1.29M	1.54%	13
2025 Q1	$78.6M	Sell	1,642,236 -563,112	-26%	-$28.5M	1.59%	11
2024 Q4	$112M	Buy	2,205,348 +432,976	+24%	+$22.4M	2.27%	4
2024 Q3	$90.8M	Buy	1,772,372 +1,421,997	+406%	+$71.6M	1.89%	8
2024 Q2	$17.6M	Buy	350,375 +51,377	+17%	+$2.55M	0.39%	79
2024 Q1	$15.1M	Buy	298,998 +34,971	+13%	+$1.73M	0.35%	110
2023 Q4	$12.7M	Buy	264,027 +180,164	+215%	+$8.54M	0.31%	114
2023 Q3	$3.94M	Sell	83,863 -508	-0.6%	-$25K	0.1%	140
2023 Q2	$4.19M	Buy	+84,371	New	+$4.09M	0.11%	139

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments's SPYI Position: Q2 2026 in Review

Gradient Investments increased its NEOS S&P 500 High Income ETF (SPYI) stake by 4.3% in Q2 2026, buying an estimated $2.32M and bringing the position to 1,080,581 shares worth $57.4M. The position accounts for 0.79% of the portfolio, ranked #32.

Gradient Investments first reported a position in SPYI in Q2 2023 and has held it in 13 quarters since. The position peaked at $112M in Q4 2024. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Gradient Investments held 1,080,581 shares of NEOS S&P 500 High Income ETF worth $57.4M as of Q2 2026.
Gradient Investments bought 44,174 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2.32M.
NEOS S&P 500 High Income ETF made up 0.79% of Gradient Investments's portfolio in Q2 2026, its #32 holding.
Gradient Investments first reported a position in NEOS S&P 500 High Income ETF in Q2 2023 and has held it in 13 quarters since.
Gradient Investments's NEOS S&P 500 High Income ETF position peaked at $112M in Q4 2024.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.