Kingswood Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$609K	Buy	12,107 +1,235	+11%	+$62.1K	0.05%	362
2025 Q1	$521K	Buy	10,872 +2,727	+33%	+$131K	0.05%	382
2024 Q4	$414K	Buy	8,145 +655	+9%	+$33.3K	0.03%	500
2024 Q3	$384K	Buy	7,490 +1,742	+30%	+$89.2K	0.03%	524
2024 Q2	$288K	Buy	+5,748	New	+$288K	0.03%	535