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

Medallion Wealth 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 		$107K Buy
2,172
+36
+2% +$1.86K 0.04% 341
2025
Q4 		$112K Buy
2,136
+36
+2% +$1.89K 0.04% 337
2025
Q3 		$110K Sell
2,100
-22
-1% -$1.13K 0.04% 340
2025
Q2 		$107K Sell
2,122
-297
-12% -$14.3K 0.04% 335
2025
Q1 		$116K Buy
2,419
+221
+10% +$11.2K 0.05% 285
2024
Q4 		$112K Buy
+2,198
New +$114K 0.06% 272

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Medallion Wealth Advisors's SPYI Position: Q1 2026 in Review

Medallion Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.7% in Q1 2026, buying an estimated $1.86K and bringing the position to 2,172 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #341.

Medallion Wealth Advisors first reported a position in SPYI in Q4 2024 and has held it in 6 quarters since. The position peaked at $116K in Q1 2025. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Medallion Wealth Advisors held 2,172 shares of NEOS S&P 500 High Income ETF worth $107K as of Q1 2026.
  • Medallion Wealth Advisors bought 36 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $1.86K.
  • NEOS S&P 500 High Income ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #341 holding.
  • Medallion Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's NEOS S&P 500 High Income ETF position peaked at $116K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.