Ken Fisher
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Ken Fisher’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Ken Fisher’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 		– Sell
-4,259
Closed -$210K – 1124
2026
Q1 		$210K Buy
+4,259
New +$221K ﹤0.01% 981

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ken Fisher's SPYI Position: Q2 2026 in Review

Ken Fisher sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 4,259 shares — an estimated $210K sold.

Ken Fisher first reported a position in SPYI in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 260 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Ken Fisher reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ken Fisher sold 4,259 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $210K.
  • Ken Fisher first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and held it in 1 quarter.
  • Ken Fisher's NEOS S&P 500 High Income ETF position peaked at $210K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.