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Pinnacle Bancorp’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Pinnacle Bancorp’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 		$29.3K Hold
594
– – 0.01% 527
2025
Q4 		$31.2K Hold
594
– – 0.01% 508
2025
Q3 		$31.1K Buy
+594
New +$30.5K 0.01% 525

Other funds holding SPYI

LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
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

Pinnacle Bancorp's SPYI Position: Q1 2026 in Review

Pinnacle Bancorp held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q1 2026 at 594 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #527.

Pinnacle Bancorp first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.2K in Q4 2025. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Pinnacle Bancorp held 594 shares of NEOS S&P 500 High Income ETF worth $29.3K as of Q1 2026.
  • Pinnacle Bancorp left its NEOS S&P 500 High Income ETF share count unchanged in Q1 2026.
  • NEOS S&P 500 High Income ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #527 holding.
  • Pinnacle Bancorp first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Bancorp's NEOS S&P 500 High Income ETF position peaked at $31.2K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.