IWM
SPYI icon

IHT Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

IHT Wealth 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
Q1 		$2.69M Buy
54,504
+30,001
+122% +$1.55M 0.06% 305
2025
Q4 		$1.29M Buy
24,503
+2,319
+10% +$122K 0.03% 466
2025
Q3 		$1.16M Buy
22,184
+1,024
+5% +$52.6K 0.03% 491
2025
Q2 		$1.06M Buy
21,160
+7,812
+59% +$376K 0.03% 483
2025
Q1 		$639K Buy
13,348
+2,950
+28% +$149K 0.02% 598
2024
Q4 		$528K Buy
10,398
+743
+8% +$38.5K 0.02% 666
2024
Q3 		$494K Sell
9,655
-11,135
-54% -$560K 0.01% 728
2024
Q2 		$1.04M Buy
20,790
+10,862
+109% +$539K 0.04% 428
2024
Q1 		$500K Buy
9,928
+3,127
+46% +$154K 0.02% 641
2023
Q4 		$328K Buy
+6,801
New +$322K 0.01% 737

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return