Key Client Fiduciary Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Key Client Fiduciary 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	$1.21M	Buy	22,872 +60	+0.3%	+$3.16K	0.35%	57
2026 Q1	$1.13M	Buy	22,812 +4,428	+24%	+$229K	0.38%	58
2025 Q4	$966K	Sell	18,384 -396	-2%	-$20.8K	0.33%	62
2025 Q3	$982K	Buy	18,780 +616	+3%	+$31.7K	0.33%	61
2025 Q2	$914K	Buy	18,164 +363	+2%	+$17.5K	0.37%	62
2025 Q1	$853K	Buy	17,801 +5,995	+51%	+$303K	0.39%	58
2024 Q4	$600K	Buy	11,806 +7,226	+158%	+$374K	0.26%	89
2024 Q3	$235K	Buy	+4,580	New	+$230K	0.11%	175

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

Key Client Fiduciary Advisors's SPYI Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 0.26% in Q2 2026, buying an estimated $3.16K and bringing the position to 22,872 shares worth $1.21M. The position accounts for 0.35% of the portfolio, ranked #57.

Key Client Fiduciary Advisors first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Key Client Fiduciary Advisors held 22,872 shares of NEOS S&P 500 High Income ETF worth $1.21M as of Q2 2026.
Key Client Fiduciary Advisors bought 60 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $3.16K.
NEOS S&P 500 High Income ETF made up 0.35% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #57 holding.
Key Client Fiduciary Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.