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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

High Net Worth Advisory Group's SPYI Position: Q2 2026 in Review

High Net Worth Advisory Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.1% in Q2 2026, buying an estimated $89K and bringing the position to 83,224 shares worth $4.42M. The position accounts for 0.94% of the portfolio, ranked #26.

High Net Worth Advisory Group first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

High Net Worth Advisory Group held 83,224 shares of NEOS S&P 500 High Income ETF worth $4.42M as of Q2 2026.
High Net Worth Advisory Group bought 1,692 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $89K.
NEOS S&P 500 High Income ETF made up 0.94% of High Net Worth Advisory Group's portfolio in Q2 2026, its #26 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 10 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.