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PDS Planning’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

PDS Planning’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 		$1.56M Buy
29,368
+594
+2% +$31.2K 0.09% 112
2026
Q1 		$1.42M Buy
28,774
+1,359
+5% +$70.4K 0.09% 102
2025
Q4 		$1.44M Buy
27,415
+487
+2% +$25.6K 0.1% 95
2025
Q3 		$1.41M Buy
26,928
+2,123
+9% +$109K 0.1% 94
2025
Q2 		$1.25M Buy
24,805
+2,522
+11% +$121K 0.09% 100
2025
Q1 		$1.07M Buy
22,283
+1,967
+10% +$99.4K 0.09% 98
2024
Q4 		$1.03M Hold
20,316
– – 0.09% 96
2024
Q3 		$1.04M Buy
20,316
+13,115
+182% +$660K 0.09% 94
2024
Q2 		$361K Buy
+7,201
New +$357K 0.04% 225

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 $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return

PDS Planning's SPYI Position: Q2 2026 in Review

PDS Planning increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.1% in Q2 2026, buying an estimated $31.2K and bringing the position to 29,368 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #112.

PDS Planning first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • PDS Planning held 29,368 shares of NEOS S&P 500 High Income ETF worth $1.56M as of Q2 2026.
  • PDS Planning bought 594 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $31.2K.
  • NEOS S&P 500 High Income ETF made up 0.09% of PDS Planning's portfolio in Q2 2026, its #112 holding.
  • PDS Planning first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.