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 Q2	$4.85M	Buy	91,312 +36,808	+68%	+$1.94M	0.1%	209
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 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

IHT Wealth Management's SPYI Position: Q2 2026 in Review

IHT Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 68% in Q2 2026, buying an estimated $1.94M and bringing the position to 91,312 shares worth $4.85M. The position accounts for 0.1% of the portfolio, ranked #209.

IHT Wealth Management first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

IHT Wealth Management held 91,312 shares of NEOS S&P 500 High Income ETF worth $4.85M as of Q2 2026.
IHT Wealth Management bought 36,808 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.94M.
NEOS S&P 500 High Income ETF made up 0.1% of IHT Wealth Management's portfolio in Q2 2026, its #209 holding.
IHT Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.