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Journey Strategic Wealth’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Journey Strategic Wealth’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
Q1 		$317K Buy
6,411
+171
+3% +$8.86K 0.01% 516
2025
Q4 		$328K Buy
6,240
+251
+4% +$13.2K 0.01% 473
2025
Q3 		$313K Buy
+5,989
New +$308K 0.01% 462

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Journey Strategic Wealth's SPYI Position: Q1 2026 in Review

Journey Strategic Wealth increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.7% in Q1 2026, buying an estimated $8.86K and bringing the position to 6,411 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #516.

Journey Strategic Wealth first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 396 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Journey Strategic Wealth held 6,411 shares of NEOS S&P 500 High Income ETF worth $317K as of Q1 2026.
  • Journey Strategic Wealth bought 171 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $8.86K.
  • NEOS S&P 500 High Income ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #516 holding.
  • Journey Strategic Wealth first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's NEOS S&P 500 High Income ETF position peaked at $328K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.