Larson Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Larson Financial Group’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	$317K	Sell	5,969 -8,344	-58%	-$439K	0.01%	685
2026 Q1	$707K	Buy	14,313 +13,993	+4,373%	+$725K	0.02%	387
2025 Q4	$16.8K	Buy	320 +319	+31,900%	+$16.7K	﹤0.01%	1817
2025 Q3	$52	Sell	1 -300	-100%	-$15.4K	﹤0.01%	3352
2025 Q2	$15.1K	Buy	301 +300	+30,000%	+$14.4K	﹤0.01%	1621
2025 Q1	$48	Buy	+1	New	+$51	﹤0.01%	2991
2024 Q4	–	Sell	-33	Closed	-$1.69K	–	2900
2024 Q3	$1.69K	Buy	+33	New	+$1.66K	﹤0.01%	1888

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

Larson Financial Group's SPYI Position: Q2 2026 in Review

Larson Financial Group reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 58% in Q2 2026, selling an estimated $439K and leaving 5,969 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #685.

Larson Financial Group first reported a position in SPYI in Q3 2024 and has held it in 7 quarters since. The position peaked at $707K in Q1 2026. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Larson Financial Group held 5,969 shares of NEOS S&P 500 High Income ETF worth $317K as of Q2 2026.
Larson Financial Group sold 8,344 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $439K.
NEOS S&P 500 High Income ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #685 holding.
Larson Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 7 quarters since.
Larson Financial Group's NEOS S&P 500 High Income ETF position peaked at $707K in Q1 2026.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.