MFG
SPYI icon

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

Magnus 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 		$407K Buy
7,662
+1,123
+17% +$59.1K 0.03% 269
2026
Q1 		$323K Buy
6,539
+663
+11% +$34.4K 0.03% 286
2025
Q4 		$309K Buy
5,876
+1,232
+27% +$64.7K 0.02% 330
2025
Q3 		$243K Buy
+4,644
New +$239K 0.02% 358

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

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

Magnus Financial Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 17% in Q2 2026, buying an estimated $59.1K and bringing the position to 7,662 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #269.

Magnus Financial Group first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Magnus Financial Group held 7,662 shares of NEOS S&P 500 High Income ETF worth $407K as of Q2 2026.
  • Magnus Financial Group bought 1,123 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $59.1K.
  • NEOS S&P 500 High Income ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #269 holding.
  • Magnus Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.