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Prevail Innovative Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Prevail Innovative Wealth Advisors’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 		$11.7M Buy
220,325
+62,251
+39% +$3.27M 1.74% 8
2026
Q1 		$7.8M Buy
158,074
+22,672
+17% +$1.17M 1.31% 23
2025
Q4 		$7.11M Buy
135,402
+5,408
+4% +$284K 1.27% 11
2025
Q3 		$6.8M Buy
+129,994
New +$6.68M 1.32% 14

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SPYI Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 39% in Q2 2026, buying an estimated $3.27M and bringing the position to 220,325 shares worth $11.7M. The position accounts for 1.74% of the portfolio, ranked #8.

Prevail Innovative Wealth Advisors first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 220,325 shares of NEOS S&P 500 High Income ETF worth $11.7M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 62,251 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $3.27M.
  • NEOS S&P 500 High Income ETF made up 1.74% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Prevail Innovative Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.