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

Nvest Financial’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 		$241K Sell
4,544
-4,318
-49% -$227K 0.08% 139
2026
Q1 		$438K Buy
+8,862
New +$459K 0.16% 99

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

Nvest Financial's SPYI Position: Q2 2026 in Review

Nvest Financial reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 49% in Q2 2026, selling an estimated $227K and leaving 4,544 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #139.

Nvest Financial first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. The position peaked at $438K in Q1 2026. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Nvest Financial held 4,544 shares of NEOS S&P 500 High Income ETF worth $241K as of Q2 2026.
  • Nvest Financial sold 4,318 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $227K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Nvest Financial's portfolio in Q2 2026, its #139 holding.
  • Nvest Financial first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Nvest Financial's NEOS S&P 500 High Income ETF position peaked at $438K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.