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Pin Oak Investment Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Pin Oak Investment Advisors’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 		– Sell
-394
Closed -$19K – 587
2026
Q1 		$19K Hold
394
– – 0.01% 315
2025
Q4 		$21K Buy
394
+100
+34% +$5.25K 0.01% 313
2025
Q3 		$15.4K Buy
294
+219
+292% +$11.3K 0.01% 331
2025
Q2 		$3K Hold
75
– – ﹤0.01% 410
2025
Q1 		$4K Hold
75
– – ﹤0.01% 388
2024
Q4 		$4K Hold
75
– – ﹤0.01% 405
2024
Q3 		$3K Hold
75
– – ﹤0.01% 420
2024
Q2 		$4K Buy
+75
New +$3.72K ﹤0.01% 407

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

Pin Oak Investment Advisors's SPYI Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 394 shares — an estimated $19K sold.

Pin Oak Investment Advisors first reported a position in SPYI in Q2 2024 and held it in 8 quarters. The position peaked at $21K in Q4 2025. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Pin Oak Investment Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 394 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $19K.
  • Pin Oak Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and held it in 8 quarters.
  • Pin Oak Investment Advisors's NEOS S&P 500 High Income ETF position peaked at $21K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.