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

Heck Capital 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
2026
Q2 		$1.06M Sell
20,015
-721
-3% -$37.9K 0.06% 122
2026
Q1 		$1.02M Buy
20,736
+826
+4% +$42.8K 0.08% 116
2025
Q4 		$1.05M Buy
19,910
+835
+4% +$43.8K 0.08% 110
2025
Q3 		$998K Buy
19,075
+2,799
+17% +$144K 0.08% 110
2025
Q2 		$819K Sell
16,276
-6
-0% -$289 0.07% 107
2025
Q1 		$780K Buy
16,282
+2,361
+17% +$119K 0.09% 93
2024
Q4 		$707K Buy
13,921
+12,488
+871% +$647K 0.08% 95
2024
Q3 		$73.4K Buy
1,433
+719
+101% +$36.2K 0.01% 157
2024
Q2 		$35.8K Buy
714
+662
+1,273% +$32.8K ﹤0.01% 162
2024
Q1 		$2.62K Hold
52
– – ﹤0.01% 190
2023
Q4 		$2.51K Buy
+52
New +$2.46K ﹤0.01% 185

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Heck Capital Advisors's SPYI Position: Q2 2026 in Review

Heck Capital Advisors reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 3.5% in Q2 2026, selling an estimated $37.9K and leaving 20,015 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #122.

Heck Capital Advisors first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Heck Capital Advisors held 20,015 shares of NEOS S&P 500 High Income ETF worth $1.06M as of Q2 2026.
  • Heck Capital Advisors sold 721 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $37.9K.
  • NEOS S&P 500 High Income ETF made up 0.06% of Heck Capital Advisors's portfolio in Q2 2026, its #122 holding.
  • Heck Capital Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.