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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Kestra Private Wealth Services's SPYI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 31% in Q1 2026, buying an estimated $517K and bringing the position to 41,935 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #541.

Kestra Private Wealth Services first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Kestra Private Wealth Services held 41,935 shares of NEOS S&P 500 High Income ETF worth $2.07M as of Q1 2026.
  • Kestra Private Wealth Services bought 9,985 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $517K.
  • NEOS S&P 500 High Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #541 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 3 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.