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 Q3	$4.38M	Sell	82,418 -806	-1%	-$43.1K	0.92%	25
2026 Q2	$4.42M	Buy	83,224 +1,692	+2%	+$89K	0.94%	26
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

High Net Worth Advisory Group's SPYI Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 0.97% in Q3 2026, selling an estimated $43.1K and leaving 82,418 shares worth $4.38M. The position accounts for 0.92% of the portfolio, ranked #25.

High Net Worth Advisory Group first reported a position in SPYI in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.42M in Q2 2026. 206 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

High Net Worth Advisory Group held 82,418 shares of NEOS S&P 500 High Income ETF worth $4.38M as of Q3 2026.
High Net Worth Advisory Group sold 806 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $43.1K.
NEOS S&P 500 High Income ETF made up 0.92% of High Net Worth Advisory Group's portfolio in Q3 2026, its #25 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 11 quarters since.
High Net Worth Advisory Group's NEOS S&P 500 High Income ETF position peaked at $4.42M in Q2 2026.
206 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.