Kingsview Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Kingsview Wealth Management’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	$5.65M	Buy	106,382 +11,255	+12%	+$592K	0.07%	262
2026 Q1	$4.7M	Buy	95,127 +2,565	+3%	+$133K	0.06%	310
2025 Q4	$4.86M	Buy	92,562 +35,123	+61%	+$1.84M	0.07%	281
2025 Q3	$3M	Buy	57,439 +35,381	+160%	+$1.82M	0.05%	379
2025 Q2	$1.11M	Buy	22,058 +11,250	+104%	+$541K	0.02%	556
2025 Q1	$518K	Buy	+10,808	New	+$546K	0.01%	714

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

Kingsview Wealth Management's SPYI Position: Q2 2026 in Review

Kingsview Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 12% in Q2 2026, buying an estimated $592K and bringing the position to 106,382 shares worth $5.65M. The position accounts for 0.07% of the portfolio, ranked #262.

Kingsview Wealth Management first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Kingsview Wealth Management held 106,382 shares of NEOS S&P 500 High Income ETF worth $5.65M as of Q2 2026.
Kingsview Wealth Management bought 11,255 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $592K.
NEOS S&P 500 High Income ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #262 holding.
Kingsview Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.