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
Q3 		$13.4M Buy
252,954
+196,739
+350% +$10.5M 0.03% 578
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 $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott's SPYI Position: Q3 2026 in Review

Janney Montgomery Scott increased its NEOS S&P 500 High Income ETF (SPYI) stake by 350% in Q3 2026, buying an estimated $10.5M and bringing the position to 252,954 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #578.

Janney Montgomery Scott first reported a position in SPYI in Q4 2024 and has held it in 8 quarters since. 380 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Janney Montgomery Scott held 252,954 shares of NEOS S&P 500 High Income ETF worth $13.4M as of Q3 2026.
  • Janney Montgomery Scott bought 196,739 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $10.5M.
  • NEOS S&P 500 High Income ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q3 2026, its #578 holding.
  • Janney Montgomery Scott first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 380 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.