Independent Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Independent Financial Group’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	$10.1M	Buy	190,508 +16,788	+10%	+$883K	0.19%	103
2026 Q1	$8.58M	Sell	173,720 -27,515	-14%	-$1.43M	0.19%	108
2025 Q4	$10.6M	Buy	201,235 +36,533	+22%	+$1.92M	0.24%	74
2025 Q3	$8.61M	Buy	164,702 +22,638	+16%	+$1.16M	0.21%	87
2025 Q2	$7.15M	Buy	142,064 +69,814	+97%	+$3.36M	0.2%	97
2025 Q1	$3.46M	Buy	72,250 +52,613	+268%	+$2.66M	0.12%	175
2024 Q4	$998K	Buy	19,637 +14,631	+292%	+$758K	0.03%	476
2024 Q3	$256K	Sell	5,006 -2,360	-32%	-$119K	0.01%	936
2024 Q2	$369K	Buy	7,366 +2,819	+62%	+$140K	0.01%	742
2024 Q1	$229K	Buy	+4,547	New	+$224K	0.01%	909

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

Independent Financial Group's SPYI Position: Q2 2026 in Review

Independent Financial Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 9.7% in Q2 2026, buying an estimated $883K and bringing the position to 190,508 shares worth $10.1M. The position accounts for 0.19% of the portfolio, ranked #103.

Independent Financial Group first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q4 2025. 431 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Independent Financial Group held 190,508 shares of NEOS S&P 500 High Income ETF worth $10.1M as of Q2 2026.
Independent Financial Group bought 16,788 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $883K.
NEOS S&P 500 High Income ETF made up 0.19% of Independent Financial Group's portfolio in Q2 2026, its #103 holding.
Independent Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's NEOS S&P 500 High Income ETF position peaked at $10.6M in Q4 2025.
431 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.