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Keystone Financial Group (Kentucky)’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Keystone Financial Group (Kentucky)’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 		$473K Buy
8,905
+1,325
+17% +$69.7K 0.03% 340
2026
Q1 		$374K Buy
7,580
+1,400
+23% +$72.5K 0.03% 350
2025
Q4 		$325K Buy
+6,180
New +$324K 0.02% 334

Other funds holding SPYI

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPYI Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its NEOS S&P 500 High Income ETF (SPYI) stake by 17% in Q2 2026, buying an estimated $69.7K and bringing the position to 8,905 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #340.

Keystone Financial Group (Kentucky) first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 8,905 shares of NEOS S&P 500 High Income ETF worth $473K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,325 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $69.7K.
  • NEOS S&P 500 High Income ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #340 holding.
  • Keystone Financial Group (Kentucky) first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.