High Net Worth Advisory Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

High Net Worth Advisory Group’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 Q1	$4.03M	Buy	81,532 +1,852	+2%	+$96K	0.94%	27
2025 Q4	$4.19M	Buy	79,680 +21,775	+38%	+$1.14M	0.96%	26
2025 Q3	$3.03M	Buy	57,905 +4,067	+8%	+$209K	0.73%	35
2025 Q2	$2.71M	Buy	53,838 +3,162	+6%	+$152K	0.72%	38
2025 Q1	$2.43M	Buy	50,676 +5,256	+12%	+$266K	0.68%	41
2024 Q4	$2.31M	Buy	45,420 +16,849	+59%	+$873K	0.64%	40
2024 Q3	$1.46M	Buy	28,571 +8,220	+40%	+$414K	0.4%	62
2024 Q2	$1.02M	Buy	20,351 +11,554	+131%	+$573K	0.31%	73
2024 Q1	$443K	Buy	+8,797	New	+$434K	0.14%	127

Other funds holding SPYI

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

High Net Worth Advisory Group's SPYI Position: Q1 2026 in Review

High Net Worth Advisory Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.3% in Q1 2026, buying an estimated $96K and bringing the position to 81,532 shares worth $4.03M. The position accounts for 0.94% of the portfolio, ranked #27.

High Net Worth Advisory Group first reported a position in SPYI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.19M in Q4 2025. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

High Net Worth Advisory Group held 81,532 shares of NEOS S&P 500 High Income ETF worth $4.03M as of Q1 2026.
High Net Worth Advisory Group bought 1,852 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $96K.
NEOS S&P 500 High Income ETF made up 0.94% of High Net Worth Advisory Group's portfolio in Q1 2026, its #27 holding.
High Net Worth Advisory Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 9 quarters since.
High Net Worth Advisory Group's NEOS S&P 500 High Income ETF position peaked at $4.19M in Q4 2025.
393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.