IWC
XSPI

Integrated Wealth Concepts’s NEOS Boosted S&P 500 High Income ETF XSPI Stock Holding History

Integrated Wealth Concepts’s Portfolio XSPI Stock Details XSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7K Buy
+516
New +$25.2K ﹤0.01% 3887

Other funds holding XSPI

CWIG
Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's XSPI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NEOS Boosted S&P 500 High Income ETF (XSPI) in Q2 2026: 516 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #3887 among its holdings.

7 funds tracked by Wall St. Rank hold XSPI as of Q2 2026.

  • Integrated Wealth Concepts held 516 shares of NEOS Boosted S&P 500 High Income ETF worth $25.7K as of Q2 2026.
  • NEOS Boosted S&P 500 High Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • NEOS Boosted S&P 500 High Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3887 holding.
  • 7 funds tracked by Wall St. Rank held NEOS Boosted S&P 500 High Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.