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 Q2	$135K	Buy	2,531 +359	+17%	+$18.9K	0.04%	299
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 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

Medallion Wealth Advisors's SPYI Position: Q2 2026 in Review

Medallion Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 17% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,531 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #299.

Medallion Wealth Advisors first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Medallion Wealth Advisors held 2,531 shares of NEOS S&P 500 High Income ETF worth $135K as of Q2 2026.
Medallion Wealth Advisors bought 359 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $18.9K.
NEOS S&P 500 High Income ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #299 holding.
Medallion Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.