Owen LaRue’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Owen LaRue’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	$3.51M	Buy	66,088 +2,006	+3%	+$106K	1.22%	26
2026 Q1	$3.16M	Buy	64,082 +11,225	+21%	+$582K	1.21%	27
2025 Q4	$2.78M	Buy	52,857 +10,905	+26%	+$573K	1.06%	30
2025 Q3	$2.19M	Buy	41,952 +801	+2%	+$41.2K	0.86%	30
2025 Q2	$2.07M	Buy	41,151 +3,787	+10%	+$182K	0.88%	35
2025 Q1	$1.79M	Buy	37,364 +9,162	+32%	+$463K	0.89%	31
2024 Q4	$1.43M	Buy	28,202 +14,563	+107%	+$754K	0.75%	36
2024 Q3	$699K	Buy	+13,639	New	+$686K	0.37%	56

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

Owen LaRue's SPYI Position: Q2 2026 in Review

Owen LaRue increased its NEOS S&P 500 High Income ETF (SPYI) stake by 3.1% in Q2 2026, buying an estimated $106K and bringing the position to 66,088 shares worth $3.51M. The position accounts for 1.22% of the portfolio, ranked #26.

Owen LaRue first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Owen LaRue held 66,088 shares of NEOS S&P 500 High Income ETF worth $3.51M as of Q2 2026.
Owen LaRue bought 2,006 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $106K.
NEOS S&P 500 High Income ETF made up 1.22% of Owen LaRue's portfolio in Q2 2026, its #26 holding.
Owen LaRue first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.