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Patriot Financial Group Insurance Agency’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$573K Sell
10,792
-5,204
-33% -$274K 0.06% 290
2026
Q1 		$790K Buy
15,996
+9,026
+129% +$468K 0.04% 339
2025
Q4 		$366K Buy
6,970
+948
+16% +$49.8K 0.04% 350
2025
Q3 		$315K Buy
6,022
+1,609
+36% +$82.7K 0.04% 373
2025
Q2 		$222K Buy
4,413
+73
+2% +$3.51K 0.03% 470
2025
Q1 		$208K Buy
+4,340
New +$219K 0.03% 444

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPYI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 33% in Q2 2026, selling an estimated $274K and leaving 10,792 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #290.

Patriot Financial Group Insurance Agency first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. The position peaked at $790K in Q1 2026. 211 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,792 shares of NEOS S&P 500 High Income ETF worth $573K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,204 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $274K.
  • NEOS S&P 500 High Income ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #290 holding.
  • Patriot Financial Group Insurance Agency first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Patriot Financial Group Insurance Agency's NEOS S&P 500 High Income ETF position peaked at $790K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.