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Investment Partners Asset Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Investment Partners Asset Management’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
Q3 		$3.92M Buy
73,813
+1,118
+2% +$59.7K 2.12% 8
2026
Q2 		$3.86M Buy
72,695
+279
+0.4% +$14.7K 2.15% 8
2026
Q1 		$3.58M Buy
72,416
+1,881
+3% +$97.5K 2.21% 8
2025
Q4 		$3.71M Buy
+70,535
New +$3.7M 2.31% 7

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Investment Partners Asset Management's SPYI Position: Q3 2026 in Review

Investment Partners Asset Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.5% in Q3 2026, buying an estimated $59.7K and bringing the position to 73,813 shares worth $3.92M. The position accounts for 2.12% of the portfolio, ranked #8.

Investment Partners Asset Management first reported a position in SPYI in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Investment Partners Asset Management held 73,813 shares of NEOS S&P 500 High Income ETF worth $3.92M as of Q3 2026.
  • Investment Partners Asset Management bought 1,118 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $59.7K.
  • NEOS S&P 500 High Income ETF made up 2.12% of Investment Partners Asset Management's portfolio in Q3 2026, its #8 holding.
  • Investment Partners Asset Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.