Guerra Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Guerra Advisors’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
2025 Q3	$255	Buy	+5	New	+$257	﹤0.01%	848

Other funds holding SPYI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Guerra Advisors's SPYI Position: Q3 2025 in Review

Guerra Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2025: 5 shares worth $255. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings.

297 funds tracked by Wall St. Rank hold SPYI as of Q3 2025.

Guerra Advisors held 5 shares of NEOS S&P 500 High Income ETF worth $255 as of Q3 2025.
NEOS S&P 500 High Income ETF was a new Guerra Advisors position in Q3 2025.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #848 holding.
297 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.