IF
SPYI icon

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

Intrua Financial’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 		$1.58M Buy
29,838
+3,629
+14% +$191K 0.15% 116
2026
Q1 		$1.29M Buy
26,209
+1,345
+5% +$69.7K 0.13% 121
2025
Q4 		$1.31M Buy
24,864
+982
+4% +$51.6K 0.14% 120
2025
Q3 		$1.25M Buy
23,882
+4,804
+25% +$247K 0.14% 122
2025
Q2 		$960K Buy
19,078
+8,290
+77% +$399K 0.13% 116
2025
Q1 		$517K Buy
10,788
+2,494
+30% +$126K 0.08% 193
2024
Q4 		$421K Buy
8,294
+185
+2% +$9.58K 0.06% 225
2024
Q3 		$415K Buy
8,109
+2,498
+45% +$126K 0.06% 256
2024
Q2 		$281K Buy
+5,611
New +$278K 0.04% 318

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intrua Financial's SPYI Position: Q2 2026 in Review

Intrua Financial increased its NEOS S&P 500 High Income ETF (SPYI) stake by 14% in Q2 2026, buying an estimated $191K and bringing the position to 29,838 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #116.

Intrua Financial first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Intrua Financial held 29,838 shares of NEOS S&P 500 High Income ETF worth $1.58M as of Q2 2026.
  • Intrua Financial bought 3,629 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $191K.
  • NEOS S&P 500 High Income ETF made up 0.15% of Intrua Financial's portfolio in Q2 2026, its #116 holding.
  • Intrua Financial first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.