HighTower Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

HighTower Advisors’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	$4.83M	Buy	91,033 +30,962	+52%	+$1.63M	﹤0.01%	1266
2026 Q1	$2.97M	Buy	60,071 +7,757	+15%	+$402K	﹤0.01%	1488
2025 Q4	$2.75M	Buy	52,314 +4,534	+9%	+$238K	﹤0.01%	1508
2025 Q3	$2.5M	Buy	47,780 +6,675	+16%	+$343K	﹤0.01%	1511
2025 Q2	$2.07M	Buy	41,105 +6,194	+18%	+$298K	﹤0.01%	1542
2025 Q1	$1.67M	Sell	34,911 -85	-0.2%	-$4.29K	﹤0.01%	1626
2024 Q4	$1.78M	Buy	34,996 +13,614	+64%	+$705K	﹤0.01%	1589
2024 Q3	$1.1M	Buy	21,382 +5,980	+39%	+$301K	﹤0.01%	1880
2024 Q2	$773K	Sell	15,402 -6,217	-29%	-$308K	﹤0.01%	2016
2024 Q1	$1.09M	Sell	21,619 -538	-2%	-$26.5K	﹤0.01%	1760
2023 Q4	$1.07M	Buy	+22,157	New	+$1.05M	﹤0.01%	1816

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

HighTower Advisors's SPYI Position: Q2 2026 in Review

HighTower Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 52% in Q2 2026, buying an estimated $1.63M and bringing the position to 91,033 shares worth $4.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

HighTower Advisors first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

HighTower Advisors held 91,033 shares of NEOS S&P 500 High Income ETF worth $4.83M as of Q2 2026.
HighTower Advisors bought 30,962 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.63M.
NEOS S&P 500 High Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1266 holding.
HighTower Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.