MGB Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
+2,502
| New | +$126K | 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% | 207 |
|
|
2024
Q2 | $128K | Buy |
+2,500
| New | +$128K | 0.05% | 208 |
|