Novak & Powell Financial Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
7,157
+503
+8% +$25.3K 0.25% 86
2025
Q1
$319K Buy
6,654
+3
+0% +$144 0.2% 105
2024
Q4
$338K Buy
6,651
+771
+13% +$39.2K 0.2% 99
2024
Q3
$301K Buy
5,880
+780
+15% +$40K 0.17% 108
2024
Q2
$256K Buy
+5,100
New +$256K 0.16% 114