J2 Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

J2 Capital 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
2023 Q3	$1.18M	Buy	+25,202	New	+$1.24M	1.5%	12

Other funds holding SPYI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FWM

Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

J2 Capital Management's SPYI Position: Q3 2023 in Review

J2 Capital Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2023: 25,202 shares worth $1.18M. The stake represents 1.5% of the portfolio and ranks #12 among its holdings.

28 funds tracked by Wall St. Rank hold SPYI as of Q3 2023.

J2 Capital Management held 25,202 shares of NEOS S&P 500 High Income ETF worth $1.18M as of Q3 2023.
NEOS S&P 500 High Income ETF was a new J2 Capital Management position in Q3 2023.
NEOS S&P 500 High Income ETF made up 1.5% of J2 Capital Management's portfolio in Q3 2023, its #12 holding.
28 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.