IFG Advisory’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

IFG Advisory’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	$3.78M	Buy	+71,262	New	+$3.75M	0.13%	189
2026 Q1	–	Sell	-65,720	Closed	-$3.45M	–	804
2025 Q4	$3.45M	Sell	65,720 -1,014	-2%	-$53.2K	0.15%	169
2025 Q3	$3.49M	Buy	66,734 +1,711	+3%	+$87.9K	0.16%	159
2025 Q2	$3.27M	Buy	65,023 +14,740	+29%	+$709K	0.16%	156
2025 Q1	$2.41M	Buy	50,283 +19,411	+63%	+$981K	0.13%	194
2024 Q4	$1.57M	Buy	+30,872	New	+$1.6M	0.09%	237

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

IFG Advisory's SPYI Position: Q2 2026 in Review

IFG Advisory opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 71,262 shares worth $3.78M. The stake represents 0.13% of the portfolio and ranks #189 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPYI as recently as Q4 2025.

IFG Advisory first reported a position in SPYI in Q4 2024 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

IFG Advisory held 71,262 shares of NEOS S&P 500 High Income ETF worth $3.78M as of Q2 2026.
NEOS S&P 500 High Income ETF was a new IFG Advisory position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.13% of IFG Advisory's portfolio in Q2 2026, its #189 holding.
IFG Advisory first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 6 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.