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

Prota 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 		$5.71M Buy
107,522
+4,938
+5% +$260K 3.76% 9
2026
Q1 		$5.06M Buy
+102,584
New +$5.32M 3.67% 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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prota Financial's SPYI Position: Q2 2026 in Review

Prota Financial increased its NEOS S&P 500 High Income ETF (SPYI) stake by 4.8% in Q2 2026, buying an estimated $260K and bringing the position to 107,522 shares worth $5.71M. The position accounts for 3.76% of the portfolio, ranked #9.

Prota Financial first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Prota Financial held 107,522 shares of NEOS S&P 500 High Income ETF worth $5.71M as of Q2 2026.
  • Prota Financial bought 4,938 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $260K.
  • NEOS S&P 500 High Income ETF made up 3.76% of Prota Financial's portfolio in Q2 2026, its #9 holding.
  • Prota Financial first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.