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

Plan Group Financial’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 Q3	$2.19M	Buy	40,700 +500	+1%	+$26.7K	0.43%	69
2026 Q2	$2.13M	Buy	40,200 +23,050	+134%	+$1.21M	0.44%	70
2026 Q1	$847K	Buy	+17,150	New	+$889K	0.2%	101
2025 Q4	–	Sell	-10,058	Closed	-$526K	–	217
2025 Q3	$526K	Buy	+10,058	New	+$517K	0.14%	117

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Plan Group Financial's SPYI Position: Q3 2026 in Review

Plan Group Financial increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.2% in Q3 2026, buying an estimated $26.7K and bringing the position to 40,700 shares worth $2.19M. The position accounts for 0.43% of the portfolio, ranked #69.

Plan Group Financial first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Plan Group Financial held 40,700 shares of NEOS S&P 500 High Income ETF worth $2.19M as of Q3 2026.
Plan Group Financial bought 500 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $26.7K.
NEOS S&P 500 High Income ETF made up 0.43% of Plan Group Financial's portfolio in Q3 2026, its #69 holding.
Plan Group Financial first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
168 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.