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MGB Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

MGB Wealth Management’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
2025
Q3 		– Sell
-2,502
Closed -$126K – 324
2025
Q2 		$126K Buy
+2,502
New +$120K 0.04% 233
2025
Q1 		– Sell
-2,500
Closed -$127K – 310
2024
Q4 		$127K Hold
2,500
– – 0.04% 216
2024
Q3 		$128K Hold
2,500
– – 0.05% 210
2024
Q2 		$128K Buy
+2,500
New +$124K 0.05% 208

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MGB Wealth Management's SPYI Position: Q3 2025 in Review

MGB Wealth Management sold out of NEOS S&P 500 High Income ETF (SPYI) in Q3 2025, closing a stake of 2,502 shares — an estimated $126K sold.

MGB Wealth Management first reported a position in SPYI in Q2 2024 and held it in 4 quarters. The position peaked at $128K in Q3 2024. 297 funds tracked by Wall St. Rank hold SPYI as of Q3 2025.

  • MGB Wealth Management reported no remaining NEOS S&P 500 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 2,502 NEOS S&P 500 High Income ETF shares in Q3 2025, an estimated $126K.
  • MGB Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and held it in 4 quarters.
  • MGB Wealth Management's NEOS S&P 500 High Income ETF position peaked at $128K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.