Guardian Financial Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Guardian Financial 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
2026 Q2	$3.08M	Buy	58,047 +2,450	+4%	+$129K	1.2%	23
2026 Q1	$2.74M	Sell	55,597 -870	-2%	-$45.1K	1.16%	22
2025 Q4	$2.97M	Sell	56,467 -5,645	-9%	-$296K	1.25%	21
2025 Q3	$3.25M	Buy	62,112 +9,711	+19%	+$499K	1.37%	20
2025 Q2	$2.64M	Buy	52,401 +2,974	+6%	+$143K	1.18%	21
2025 Q1	$2.37M	Buy	49,427 +3,564	+8%	+$180K	1.13%	22
2024 Q4	$2.33M	Buy	45,863 +3,526	+8%	+$183K	1.38%	19
2024 Q3	$2.17M	Buy	42,337 +3,724	+10%	+$187K	1.36%	19
2024 Q2	$1.94M	Buy	38,613 +2,807	+8%	+$139K	1.28%	19
2024 Q1	$1.8M	Buy	+35,806	New	+$1.77M	1.24%	19

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Guardian Financial Partners's SPYI Position: Q2 2026 in Review

Guardian Financial Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 4.4% in Q2 2026, buying an estimated $129K and bringing the position to 58,047 shares worth $3.08M. The position accounts for 1.2% of the portfolio, ranked #23.

Guardian Financial Partners first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.25M in Q3 2025. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Guardian Financial Partners held 58,047 shares of NEOS S&P 500 High Income ETF worth $3.08M as of Q2 2026.
Guardian Financial Partners bought 2,450 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $129K.
NEOS S&P 500 High Income ETF made up 1.2% of Guardian Financial Partners's portfolio in Q2 2026, its #23 holding.
Guardian Financial Partners first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
Guardian Financial Partners's NEOS S&P 500 High Income ETF position peaked at $3.25M in Q3 2025.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.