Jupiter Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Jupiter Wealth 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
2026 Q2	$1.15M	Sell	21,749 -930	-4%	-$48.9K	0.46%	43
2026 Q1	$1.22M	Hold	22,679	–	–	0.48%	42
2025 Q4	$1.18M	Buy	22,679 +4,680	+26%	+$246K	0.53%	42
2025 Q3	$941K	Hold	17,999	–	–	0.44%	47
2025 Q2	$932K	Sell	17,999 -1,000	-5%	-$48.1K	0.47%	47
2025 Q1	$943K	Buy	18,999 +2,700	+17%	+$136K	0.57%	44
2024 Q4	$828K	Hold	16,299	–	–	0.42%	53
2024 Q3	$835K	Hold	16,299	–	–	0.43%	52
2024 Q2	$819K	Hold	16,299	–	–	0.43%	52
2024 Q1	$804K	Buy	+16,299	New	+$804K	0.43%	54

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Wealth Management's SPYI Position: Q2 2026 in Review

Jupiter Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 4.1% in Q2 2026, selling an estimated $48.9K and leaving 21,749 shares worth $1.15M. The position accounts for 0.46% of the portfolio, ranked #43.

Jupiter Wealth Management first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Jupiter Wealth Management held 21,749 shares of NEOS S&P 500 High Income ETF worth $1.15M as of Q2 2026.
Jupiter Wealth Management sold 930 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $48.9K.
NEOS S&P 500 High Income ETF made up 0.46% of Jupiter Wealth Management's portfolio in Q2 2026, its #43 holding.
Jupiter Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
Jupiter Wealth Management's NEOS S&P 500 High Income ETF position peaked at $1.22M in Q1 2026.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.