HNWAG
High Net Worth Advisory Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
53,838
+3,162
| +6% | +$159K | 0.72% | 38 |
|
|
2025
Q1 | $2.43M | Buy |
50,676
+5,256
| +12% | +$252K | 0.68% | 41 |
|
|
2024
Q4 | $2.31M | Buy |
45,420
+16,849
| +59% | +$856K | 0.64% | 40 |
|
|
2024
Q3 | $1.46M | Buy |
28,571
+8,220
| +40% | +$421K | 0.4% | 61 |
|
|
2024
Q2 | $1.02M | Buy |
20,351
+11,554
| +131% | +$579K | 0.31% | 73 |
|
|
2024
Q1 | $443K | Buy |
+8,797
| New | +$443K | 0.14% | 127 |
|