Independent Advisor Alliance’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Independent Advisor Alliance’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	$583K	Sell	10,983 -11,349	-51%	-$597K	0.01%	615
2026 Q1	$1.1M	Sell	22,332 -5,946	-21%	-$308K	0.01%	780
2025 Q4	$1.49M	Sell	28,278 -3,525	-11%	-$185K	0.04%	369
2025 Q3	$1.66M	Sell	31,803 -15,901	-33%	-$817K	0.04%	333
2025 Q2	$2.4M	Sell	47,704 -18,688	-28%	-$899K	0.07%	242
2025 Q1	$3.18M	Buy	66,392 +7,651	+13%	+$387K	0.11%	173
2024 Q4	$2.99M	Buy	+58,741	New	+$3.04M	0.04%	401

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Independent Advisor Alliance's SPYI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 51% in Q2 2026, selling an estimated $597K and leaving 10,983 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #615.

Independent Advisor Alliance first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q1 2025. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Independent Advisor Alliance held 10,983 shares of NEOS S&P 500 High Income ETF worth $583K as of Q2 2026.
Independent Advisor Alliance sold 11,349 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $597K.
NEOS S&P 500 High Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #615 holding.
Independent Advisor Alliance first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's NEOS S&P 500 High Income ETF position peaked at $3.18M in Q1 2025.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.