Oregon Pacific Wealth Management’s NEOS S&P 500 Hedged Equity Income ETF SPYH Stock Holding History

Oregon Pacific Wealth Management’s Portfolio SPYH Stock Details SPYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Buy	+4,958	New	+$272K	0.27%	83

Other funds holding SPYH

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return

Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Oregon Pacific Wealth Management's SPYH Position: Q1 2026 in Review

Oregon Pacific Wealth Management opened a new position in NEOS S&P 500 Hedged Equity Income ETF (SPYH) in Q1 2026: 4,958 shares worth $261K. The stake represents 0.27% of the portfolio and ranks #83 among its holdings.

12 funds tracked by Wall St. Rank hold SPYH as of Q1 2026.

Oregon Pacific Wealth Management held 4,958 shares of NEOS S&P 500 Hedged Equity Income ETF worth $261K as of Q1 2026.
NEOS S&P 500 Hedged Equity Income ETF was a new Oregon Pacific Wealth Management position in Q1 2026.
NEOS S&P 500 Hedged Equity Income ETF made up 0.27% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #83 holding.
12 funds tracked by Wall St. Rank held NEOS S&P 500 Hedged Equity Income ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.