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

IFP 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	$945K	Buy	17,808 +1,523	+9%	+$80.1K	0.02%	763
2026 Q1	$804K	Buy	16,285 +2,035	+14%	+$105K	0.02%	771
2025 Q4	$749K	Sell	14,250 -4	-0%	-$210	0.02%	774
2025 Q3	$745K	Buy	14,254 +1,251	+10%	+$64.3K	0.02%	721
2025 Q2	$654K	Sell	13,003 -552	-4%	-$26.6K	0.02%	732
2025 Q1	$649K	Sell	13,555 -5,637	-29%	-$285K	0.02%	694
2024 Q4	$975K	Buy	19,192 +15,140	+374%	+$784K	0.03%	535
2024 Q3	$208K	Buy	4,052 +2,638	+187%	+$133K	0.01%	1065
2024 Q2	$70.9K	Buy	1,414 +1,119	+379%	+$55.5K	﹤0.01%	1518
2024 Q1	$14.9K	Buy	+295	New	+$14.6K	﹤0.01%	2102

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

IFP Advisors's SPYI Position: Q2 2026 in Review

IFP Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 9.4% in Q2 2026, buying an estimated $80.1K and bringing the position to 17,808 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #763.

IFP Advisors first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. The position peaked at $975K in Q4 2024. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

IFP Advisors held 17,808 shares of NEOS S&P 500 High Income ETF worth $945K as of Q2 2026.
IFP Advisors bought 1,523 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $80.1K.
NEOS S&P 500 High Income ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #763 holding.
IFP Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
IFP Advisors's NEOS S&P 500 High Income ETF position peaked at $975K in Q4 2024.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.