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Nations Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Nations Financial Group’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 		$429K Buy
8,090
+2,251
+39% +$118K 0.02% 574
2026
Q1 		$288K Buy
+5,839
New +$303K 0.01% 659
2025
Q3 		– Sell
-62,305
Closed -$3.14M – 734
2025
Q2 		$3.14M Buy
62,305
+54,585
+707% +$2.63M 0.22% 115
2025
Q1 		$370K Buy
+7,720
New +$390K 0.03% 493

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Nations Financial Group's SPYI Position: Q2 2026 in Review

Nations Financial Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 39% in Q2 2026, buying an estimated $118K and bringing the position to 8,090 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #574.

Nations Financial Group first reported a position in SPYI in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.14M in Q2 2025. 139 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Nations Financial Group held 8,090 shares of NEOS S&P 500 High Income ETF worth $429K as of Q2 2026.
  • Nations Financial Group bought 2,251 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $118K.
  • NEOS S&P 500 High Income ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #574 holding.
  • Nations Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 4 quarters since.
  • Nations Financial Group's NEOS S&P 500 High Income ETF position peaked at $3.14M in Q2 2025.
  • 139 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.