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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 450 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.
  • 450 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.