Legacy Capital Wealth Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Legacy Capital Wealth Partners’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	$6.68M	Buy	+125,918	New	+$6.62M	1.28%	13
2026 Q1	–	Sell	-76,078	Closed	-$4M	–	414
2025 Q4	$4M	Buy	76,078 +4,144	+6%	+$218K	0.86%	20
2025 Q3	$3.76M	Buy	71,934 +42,744	+146%	+$2.2M	0.82%	21
2025 Q2	$1.47M	Buy	+29,190	New	+$1.4M	0.33%	57

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

Legacy Capital Wealth Partners's SPYI Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 125,918 shares worth $6.68M. The stake represents 1.28% of the portfolio and ranks #13 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in SPYI as recently as Q4 2025.

Legacy Capital Wealth Partners first reported a position in SPYI in Q2 2025 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Legacy Capital Wealth Partners held 125,918 shares of NEOS S&P 500 High Income ETF worth $6.68M as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Legacy Capital Wealth Partners position in Q2 2026.
NEOS S&P 500 High Income ETF made up 1.28% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #13 holding.
Legacy Capital Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 4 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.