IHT Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
21,160
+7,812
| +59% | +$393K | 0.03% | 483 |
|
2025
Q1 | $639K | Buy |
13,348
+2,950
| +28% | +$141K | 0.02% | 598 |
|
2024
Q4 | $528K | Buy |
10,398
+743
| +8% | +$37.8K | 0.02% | 666 |
|
2024
Q3 | $494K | Sell |
9,655
-11,135
| -54% | -$569K | 0.01% | 728 |
|
2024
Q2 | $1.04M | Buy |
20,790
+10,862
| +109% | +$545K | 0.04% | 428 |
|
2024
Q1 | $500K | Buy |
9,928
+3,127
| +46% | +$157K | 0.02% | 641 |
|
2023
Q4 | $328K | Buy |
+6,801
| New | +$328K | 0.01% | 737 |
|