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

NewEdge Wealth’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	$1.18M	Buy	22,229 +9,176	+70%	+$483K	0.01%	622
2026 Q1	$644K	Hold	13,053	–	–	0.01%	737
2025 Q4	$686K	Buy	13,053 +300	+2%	+$15.8K	0.01%	738
2025 Q3	$671K	Hold	12,753	–	–	0.01%	664
2025 Q2	$650K	Hold	12,753	–	–	0.01%	632
2025 Q1	$611K	Hold	12,753	–	–	0.01%	588
2024 Q4	$648K	Sell	12,753 -1,106	-8%	-$57.3K	0.01%	578
2024 Q3	$710K	Buy	13,859 +1,384	+11%	+$69.6K	0.01%	537
2024 Q2	$626K	Buy	12,475 +156	+1%	+$7.74K	0.01%	497
2024 Q1	$597K	Buy	+12,319	New	+$608K	0.01%	522

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

NewEdge Wealth's SPYI Position: Q2 2026 in Review

NewEdge Wealth increased its NEOS S&P 500 High Income ETF (SPYI) stake by 70% in Q2 2026, buying an estimated $483K and bringing the position to 22,229 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #622.

NewEdge Wealth first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

NewEdge Wealth held 22,229 shares of NEOS S&P 500 High Income ETF worth $1.18M as of Q2 2026.
NewEdge Wealth bought 9,176 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $483K.
NEOS S&P 500 High Income ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #622 holding.
NewEdge Wealth first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.