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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
52,401
+2,974
+6% +$150K 1.18% 21
2025
Q1
$2.37M Buy
49,427
+3,564
+8% +$171K 1.13% 22
2024
Q4
$2.33M Buy
45,863
+3,526
+8% +$179K 1.38% 19
2024
Q3
$2.17M Buy
42,337
+3,724
+10% +$191K 1.36% 19
2024
Q2
$1.94M Buy
38,613
+2,807
+8% +$141K 1.28% 19
2024
Q1
$1.8M Buy
+35,806
New +$1.8M 1.24% 19