Insigneo Advisory Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Insigneo Advisory Services’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	$2.6M	Buy	48,993 +43,377	+772%	+$2.28M	0.1%	155
2026 Q1	$277K	Buy	5,616 +157	+3%	+$8.14K	0.02%	533
2025 Q4	$287K	Buy	5,459 +6	+0.1%	+$315	0.02%	527
2025 Q3	$285K	Buy	+5,453	New	+$280K	0.02%	529
2025 Q2	–	Sell	-35,122	Closed	-$1.68M	–	697
2025 Q1	$1.68M	Buy	35,122 +5,408	+18%	+$273K	0.17%	115
2024 Q4	$1.51M	Buy	29,714 +13,749	+86%	+$712K	0.16%	124
2024 Q3	$818K	Buy	+15,965	New	+$803K	0.08%	204

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

Insigneo Advisory Services's SPYI Position: Q2 2026 in Review

Insigneo Advisory Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 772% in Q2 2026, buying an estimated $2.28M and bringing the position to 48,993 shares worth $2.6M. The position accounts for 0.1% of the portfolio, ranked #155.

Insigneo Advisory Services first reported a position in SPYI in Q3 2024 and has held it in 7 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Insigneo Advisory Services held 48,993 shares of NEOS S&P 500 High Income ETF worth $2.6M as of Q2 2026.
Insigneo Advisory Services bought 43,377 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2.28M.
NEOS S&P 500 High Income ETF made up 0.1% of Insigneo Advisory Services's portfolio in Q2 2026, its #155 holding.
Insigneo Advisory Services first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 7 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.