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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plan Group Financial's SPYI Position: Q2 2026 in Review

Plan Group Financial increased its NEOS S&P 500 High Income ETF (SPYI) stake by 134% in Q2 2026, buying an estimated $1.21M and bringing the position to 40,200 shares worth $2.13M. The position accounts for 0.44% of the portfolio, ranked #70.

Plan Group Financial first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Plan Group Financial held 40,200 shares of NEOS S&P 500 High Income ETF worth $2.13M as of Q2 2026.
Plan Group Financial bought 23,050 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.21M.
NEOS S&P 500 High Income ETF made up 0.44% of Plan Group Financial's portfolio in Q2 2026, its #70 holding.
Plan Group Financial first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.