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Heritage Oak Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Heritage Oak Wealth 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 		$322K Buy
6,061
+37
+0.6% +$1.95K 0.09% 73
2026
Q1 		$297K Buy
+6,024
New +$312K 0.09% 56

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Heritage Oak Wealth Advisors's SPYI Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 0.61% in Q2 2026, buying an estimated $1.95K and bringing the position to 6,061 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #73.

Heritage Oak Wealth Advisors first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Heritage Oak Wealth Advisors held 6,061 shares of NEOS S&P 500 High Income ETF worth $322K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 37 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.95K.
  • NEOS S&P 500 High Income ETF made up 0.09% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Heritage Oak Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.