Howard Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Howard Capital Management’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	$53M	Buy	998,615 +473,145	+90%	+$24.9M	0.63%	31
2026 Q1	$25.9M	Buy	525,470 +71,905	+16%	+$3.73M	0.42%	26
2025 Q4	$23.8M	Buy	453,565 +41,679	+10%	+$2.19M	0.31%	37
2025 Q3	$21.5M	Buy	+411,886	New	+$21.2M	0.28%	36

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Howard Capital Management's SPYI Position: Q2 2026 in Review

Howard Capital Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 90% in Q2 2026, buying an estimated $24.9M and bringing the position to 998,615 shares worth $53M. The position accounts for 0.63% of the portfolio, ranked #31.

Howard Capital Management first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Howard Capital Management held 998,615 shares of NEOS S&P 500 High Income ETF worth $53M as of Q2 2026.
Howard Capital Management bought 473,145 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $24.9M.
NEOS S&P 500 High Income ETF made up 0.63% of Howard Capital Management's portfolio in Q2 2026, its #31 holding.
Howard Capital Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.