Kapstone Financial Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Kapstone Financial Advisors’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	$277K	Buy	+5,215	New	+$274K	0.12%	127

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

Kapstone Financial Advisors's SPYI Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 5,215 shares worth $277K. The stake represents 0.12% of the portfolio and ranks #127 among its holdings.

446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Kapstone Financial Advisors held 5,215 shares of NEOS S&P 500 High Income ETF worth $277K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Kapstone Financial Advisors position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #127 holding.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.