Kaizen Financial Strategies’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Kaizen Financial Strategies’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	$1.29M	Sell	24,269 -14,208	-37%	-$747K	0.42%	43
2026 Q1	$2.01M	Buy	38,477 +2,093	+6%	+$108K	0.85%	23
2025 Q4	$1.91M	Buy	36,384 +1,335	+4%	+$70.1K	0.84%	24
2025 Q3	$1.83M	Buy	+35,049	New	+$1.8M	0.83%	26

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

Kaizen Financial Strategies's SPYI Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 37% in Q2 2026, selling an estimated $747K and leaving 24,269 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #43.

Kaizen Financial Strategies first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Kaizen Financial Strategies held 24,269 shares of NEOS S&P 500 High Income ETF worth $1.29M as of Q2 2026.
Kaizen Financial Strategies sold 14,208 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $747K.
NEOS S&P 500 High Income ETF made up 0.42% of Kaizen Financial Strategies's portfolio in Q2 2026, its #43 holding.
Kaizen Financial Strategies first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
Kaizen Financial Strategies's NEOS S&P 500 High Income ETF position peaked at $2.01M in Q1 2026.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.