Janney Montgomery Scott
SPYI icon

Janney Montgomery Scott’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Janney Montgomery Scott’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 		$2.98M Buy
56,215
+25,891
+85% +$1.36M 0.01% 1261
2026
Q1 		$1.5M Buy
30,324
+5,660
+23% +$293K ﹤0.01% 1427
2025
Q4 		$1.3M Buy
24,664
+12,868
+109% +$676K ﹤0.01% 1584
2025
Q3 		$617K Buy
11,796
+4,293
+57% +$221K ﹤0.01% 2015
2025
Q2 		$378K Sell
7,503
-9,206
-55% -$443K ﹤0.01% 2193
2025
Q1 		$800K Buy
16,709
+2,317
+16% +$117K ﹤0.01% 1685
2024
Q4 		$731K Buy
+14,392
New +$745K ﹤0.01% 1757

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

Janney Montgomery Scott's SPYI Position: Q2 2026 in Review

Janney Montgomery Scott increased its NEOS S&P 500 High Income ETF (SPYI) stake by 85% in Q2 2026, buying an estimated $1.36M and bringing the position to 56,215 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #1261.

Janney Montgomery Scott first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Janney Montgomery Scott held 56,215 shares of NEOS S&P 500 High Income ETF worth $2.98M as of Q2 2026.
  • Janney Montgomery Scott bought 25,891 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.36M.
  • NEOS S&P 500 High Income ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1261 holding.
  • Janney Montgomery Scott first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.