M Holdings Securities’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

M Holdings Securities’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	$659K	Buy	+12,458	New	+$655K	0.09%	111

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

M Holdings Securities's SPYI Position: Q2 2026 in Review

M Holdings Securities opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 12,458 shares worth $659K. The stake represents 0.09% of the portfolio and ranks #111 among its holdings.

446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

M Holdings Securities held 12,458 shares of NEOS S&P 500 High Income ETF worth $659K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new M Holdings Securities position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.09% of M Holdings Securities's portfolio in Q2 2026, its #111 holding.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.