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

Kingswood Wealth 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 		$2.04M Buy
38,449
+9,972
+35% +$525K 0.08% 256
2026
Q1 		$1.41M Buy
28,477
+14,134
+99% +$732K 0.07% 298
2025
Q4 		$753K Buy
14,343
+1,671
+13% +$87.7K 0.04% 412
2025
Q3 		$663K Buy
12,672
+565
+5% +$29K 0.04% 405
2025
Q2 		$609K Buy
12,107
+1,235
+11% +$59.4K 0.05% 362
2025
Q1 		$521K Buy
10,872
+2,727
+33% +$138K 0.05% 382
2024
Q4 		$414K Buy
8,145
+655
+9% +$33.9K 0.03% 500
2024
Q3 		$384K Buy
7,490
+1,742
+30% +$87.7K 0.03% 524
2024
Q2 		$288K Buy
+5,748
New +$285K 0.03% 535

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return

Kingswood Wealth Advisors's SPYI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 35% in Q2 2026, buying an estimated $525K and bringing the position to 38,449 shares worth $2.04M. The position accounts for 0.08% of the portfolio, ranked #256.

Kingswood Wealth Advisors first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Kingswood Wealth Advisors held 38,449 shares of NEOS S&P 500 High Income ETF worth $2.04M as of Q2 2026.
  • Kingswood Wealth Advisors bought 9,972 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $525K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • Kingswood Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.