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Lifestyle Asset Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Lifestyle Asset 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
2025
Q4 		– Sell
-8,227
Closed -$430K – 148
2025
Q3 		$430K Buy
+8,227
New +$423K 0.15% 88

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Royal Bank of Canada
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MML Investors Services
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Stifel Financial
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Lifestyle Asset Management's SPYI Position: Q4 2025 in Review

Lifestyle Asset Management sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2025, closing a stake of 8,227 shares — an estimated $430K sold.

Lifestyle Asset Management first reported a position in SPYI in Q3 2025 and held it in 1 quarter. The position peaked at $430K in Q3 2025. 353 funds tracked by Wall St. Rank hold SPYI as of Q4 2025.

  • Lifestyle Asset Management reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 8,227 NEOS S&P 500 High Income ETF shares in Q4 2025, an estimated $430K.
  • Lifestyle Asset Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 1 quarter.
  • Lifestyle Asset Management's NEOS S&P 500 High Income ETF position peaked at $430K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2025.

Based on Lifestyle Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.