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Mountain Hill Investment Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Mountain Hill Investment Partners’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 		$579 Hold
11
– – ﹤0.01% 173
2026
Q1 		$522 Buy
11
+6
+120% +$311 ﹤0.01% 178
2025
Q4 		$279 Hold
5
– – ﹤0.01% 206
2025
Q3 		$270 Buy
+5
New +$257 ﹤0.01% 207

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mountain Hill Investment Partners's SPYI Position: Q2 2026 in Review

Mountain Hill Investment Partners held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 11 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Mountain Hill Investment Partners first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Mountain Hill Investment Partners held 11 shares of NEOS S&P 500 High Income ETF worth $579 as of Q2 2026.
  • Mountain Hill Investment Partners left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #173 holding.
  • Mountain Hill Investment Partners first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.