Palacios Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Palacios Wealth Management’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 Q1	$5.72M	Buy	109,093 +56,184	+106%	+$2.91M	3.58%	6
2025 Q4	$2.78M	Sell	52,909 -52,727	-50%	-$2.77M	2.13%	10
2025 Q3	$5.52M	Buy	105,636 +41,676	+65%	+$2.14M	3.64%	5
2025 Q2	$3.22M	Buy	63,960 +6,900	+12%	+$332K	2.64%	9
2025 Q1	$2.73M	Buy	57,060 +5,221	+10%	+$264K	2.03%	9
2024 Q4	$2.66M	Buy	+51,839	New	+$2.68M	2.87%	8

Other funds holding SPYI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Palacios Wealth Management's SPYI Position: Q1 2026 in Review

Palacios Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 106% in Q1 2026, buying an estimated $2.91M and bringing the position to 109,093 shares worth $5.72M. The position accounts for 3.58% of the portfolio, ranked #6.

Palacios Wealth Management first reported a position in SPYI in Q4 2024 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

Palacios Wealth Management held 109,093 shares of NEOS S&P 500 High Income ETF worth $5.72M as of Q1 2026.
Palacios Wealth Management bought 56,184 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $2.91M.
NEOS S&P 500 High Income ETF made up 3.58% of Palacios Wealth Management's portfolio in Q1 2026, its #6 holding.
Palacios Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 6 quarters since.
393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.