Highline Wealth Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Highline Wealth Partners’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	$2.65K	Buy	+50	New	+$2.63K	﹤0.01%	1118
2026 Q1	–	Sell	-60	Closed	-$3.15K	–	1373
2025 Q4	$3.15K	Hold	60	–	–	﹤0.01%	712
2025 Q3	$3.14K	Buy	+60	New	+$3.08K	﹤0.01%	729

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Highline Wealth Partners's SPYI Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 50 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in SPYI as recently as Q4 2025.

Highline Wealth Partners first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.15K in Q4 2025. 74 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Highline Wealth Partners held 50 shares of NEOS S&P 500 High Income ETF worth $2.65K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Highline Wealth Partners position in Q2 2026.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1118 holding.
Highline Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
Highline Wealth Partners's NEOS S&P 500 High Income ETF position peaked at $3.15K in Q4 2025.
74 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.