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Poinciana Advisors Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Poinciana Advisors Group’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 		$213K Buy
+4,013
New +$211K 0.16% 109
2026
Q1 		– Sell
-4,513
Closed -$237K – 151
2025
Q4 		$237K Buy
+4,513
New +$237K 0.19% 110

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Poinciana Advisors Group's SPYI Position: Q2 2026 in Review

Poinciana Advisors Group opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 4,013 shares worth $213K. The stake represents 0.16% of the portfolio and ranks #109 among its holdings. This is a return to the name: Poinciana Advisors Group previously reported a position in SPYI as recently as Q4 2025.

Poinciana Advisors Group first reported a position in SPYI in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Poinciana Advisors Group held 4,013 shares of NEOS S&P 500 High Income ETF worth $213K as of Q2 2026.
  • NEOS S&P 500 High Income ETF was a new Poinciana Advisors Group position in Q2 2026.
  • NEOS S&P 500 High Income ETF made up 0.16% of Poinciana Advisors Group's portfolio in Q2 2026, its #109 holding.
  • Poinciana Advisors Group first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Poinciana Advisors Group's NEOS S&P 500 High Income ETF position peaked at $237K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.