Pointe Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Pointe Capital Management’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	$379K	Hold	7,134	–	–	0.17%	108
2026 Q1	$352K	Buy	+7,134	New	+$370K	0.17%	113

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

Pointe Capital Management's SPYI Position: Q2 2026 in Review

Pointe Capital Management held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 7,134 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #108.

Pointe Capital Management first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Pointe Capital Management held 7,134 shares of NEOS S&P 500 High Income ETF worth $379K as of Q2 2026.
Pointe Capital Management left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.17% of Pointe Capital Management's portfolio in Q2 2026, its #108 holding.
Pointe Capital Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.