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

Harbour 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	$988K	Buy	18,617 +5,841	+46%	+$307K	0.01%	820
2026 Q1	$631K	Sell	12,776 -5,156	-29%	-$267K	0.01%	943
2025 Q4	$942K	Buy	17,932 +1,241	+7%	+$65.2K	0.02%	623
2025 Q3	$873K	Buy	16,691 +780	+5%	+$40.1K	0.02%	617
2025 Q2	$801K	Sell	15,911 -1,141	-7%	-$54.9K	0.02%	601
2025 Q1	$817K	Buy	17,052 +16,978	+22,943%	+$858K	0.02%	547
2024 Q4	$3.74K	Sell	74 -2	-3%	-$104	﹤0.01%	2836
2024 Q3	$3.92K	Buy	+76	New	+$3.82K	﹤0.01%	2714
2024 Q1	–	Sell	-21	Closed	-$994	–	3302
2023 Q4	$994	Buy	+21	New	+$995	﹤0.01%	2825

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

Harbour Investments's SPYI Position: Q2 2026 in Review

Harbour Investments increased its NEOS S&P 500 High Income ETF (SPYI) stake by 46% in Q2 2026, buying an estimated $307K and bringing the position to 18,617 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #820.

Harbour Investments first reported a position in SPYI in Q4 2023 and has held it in 9 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Harbour Investments held 18,617 shares of NEOS S&P 500 High Income ETF worth $988K as of Q2 2026.
Harbour Investments bought 5,841 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $307K.
NEOS S&P 500 High Income ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #820 holding.
Harbour Investments first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 9 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.