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Prospera Financial Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Prospera Financial Services’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 		$1.98M Buy
37,376
+19,244
+106% +$1.01M 0.03% 522
2026
Q1 		$895K Buy
18,132
+9,405
+108% +$487K 0.01% 757
2025
Q4 		$458K Buy
+8,727
New +$458K 0.01% 953

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 $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return

Prospera Financial Services's SPYI Position: Q2 2026 in Review

Prospera Financial Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 106% in Q2 2026, buying an estimated $1.01M and bringing the position to 37,376 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #522.

Prospera Financial Services first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Prospera Financial Services held 37,376 shares of NEOS S&P 500 High Income ETF worth $1.98M as of Q2 2026.
  • Prospera Financial Services bought 19,244 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.01M.
  • NEOS S&P 500 High Income ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #522 holding.
  • Prospera Financial Services first reported a position in NEOS S&P 500 High Income ETF in Q4 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.