Kestra Private Wealth Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Kestra Private Wealth Services’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	$2.42M	Buy	45,554 +3,619	+9%	+$190K	0.03%	536
2026 Q1	$2.07M	Buy	41,935 +9,985	+31%	+$517K	0.03%	541
2025 Q4	$1.68M	Buy	31,950 +16,331	+105%	+$857K	0.02%	602
2025 Q3	$817K	Buy	+15,619	New	+$803K	0.01%	867

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Kestra Private Wealth Services's SPYI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 8.6% in Q2 2026, buying an estimated $190K and bringing the position to 45,554 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #536.

Kestra Private Wealth Services first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Kestra Private Wealth Services held 45,554 shares of NEOS S&P 500 High Income ETF worth $2.42M as of Q2 2026.
Kestra Private Wealth Services bought 3,619 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $190K.
NEOS S&P 500 High Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #536 holding.
Kestra Private Wealth Services first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.