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IPG Investment Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

IPG Investment Advisors’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 		$287K Hold
5,399
– – 0.04% 201
2026
Q1 		$267K Buy
5,399
+399
+8% +$20.7K 0.05% 192
2025
Q4 		$263K Buy
+5,000
New +$263K 0.05% 186

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

IPG Investment Advisors's SPYI Position: Q2 2026 in Review

IPG Investment Advisors held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 5,399 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #201.

IPG Investment Advisors first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • IPG Investment Advisors held 5,399 shares of NEOS S&P 500 High Income ETF worth $287K as of Q2 2026.
  • IPG Investment Advisors left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
  • NEOS S&P 500 High Income ETF made up 0.04% of IPG Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • IPG Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.