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 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 $377B AUM 19.32% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Jupiter Wealth Management's SPYI Position: Q1 2026 in Review

Jupiter Wealth Management held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q1 2026 at 22,679 shares worth $1.22M. The position accounts for 0.48% of the portfolio, ranked #42.

Jupiter Wealth Management first reported a position in SPYI in Q1 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

Jupiter Wealth Management held 22,679 shares of NEOS S&P 500 High Income ETF worth $1.22M as of Q1 2026.
Jupiter Wealth Management left its NEOS S&P 500 High Income ETF share count unchanged in Q1 2026.
NEOS S&P 500 High Income ETF made up 0.48% of Jupiter Wealth Management's portfolio in Q1 2026, its #42 holding.
Jupiter Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 9 quarters since.
393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.