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

Lifeworks 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
Q1 		– Sell
-46,805
Closed -$2.46M – 340
2025
Q4 		$2.46M Buy
+46,805
New +$2.46M 0.32% 82

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Lifeworks Advisors's SPYI Position: Q1 2026 in Review

Lifeworks Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2026, closing a stake of 46,805 shares — an estimated $2.46M sold.

Lifeworks Advisors first reported a position in SPYI in Q4 2025 and held it in 1 quarter. The position peaked at $2.46M in Q4 2025. 396 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Lifeworks Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 46,805 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $2.46M.
  • Lifeworks Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and held it in 1 quarter.
  • Lifeworks Advisors's NEOS S&P 500 High Income ETF position peaked at $2.46M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.