OPWM
SPYH

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
Q2 		– Sell
-4,958
Closed -$261K – 122
2026
Q1 		$261K Buy
+4,958
New +$272K 0.27% 83

Other funds holding SPYH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $360M AUM 28.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IW
Imprint Wealth Mount Pleasant, South Carolina $24.6M AUM 43.43% 1-Year Est. Return

Oregon Pacific Wealth Management's SPYH Position: Q2 2026 in Review

Oregon Pacific Wealth Management sold out of NEOS S&P 500 Hedged Equity Income ETF (SPYH) in Q2 2026, closing a stake of 4,958 shares — an estimated $261K sold.

Oregon Pacific Wealth Management first reported a position in SPYH in Q1 2026 and held it in 1 quarter. The position peaked at $261K in Q1 2026. 12 funds tracked by Wall St. Rank hold SPYH as of Q2 2026.

  • Oregon Pacific Wealth Management reported no remaining NEOS S&P 500 Hedged Equity Income ETF position as of Q2 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 4,958 NEOS S&P 500 Hedged Equity Income ETF shares in Q2 2026, an estimated $261K.
  • Oregon Pacific Wealth Management first reported a position in NEOS S&P 500 Hedged Equity Income ETF in Q1 2026 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's NEOS S&P 500 Hedged Equity Income ETF position peaked at $261K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held NEOS S&P 500 Hedged Equity Income ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.