Highline Wealth Partners
SPYI icon

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
Q3 		$2.66K Hold
50
– – ﹤0.01% 1143
2026
Q2 		$2.66K 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
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Highline Wealth Partners's SPYI Position: Q3 2026 in Review

Highline Wealth Partners held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 50 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Highline Wealth Partners first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.15K in Q4 2025. 166 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Highline Wealth Partners held 50 shares of NEOS S&P 500 High Income ETF worth $2.66K as of Q3 2026.
  • Highline Wealth Partners left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1143 holding.
  • Highline Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's NEOS S&P 500 High Income ETF position peaked at $3.15K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.