Prota Financial
SPYI icon

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
Q3 		$5.86M Buy
109,917
+2,395
+2% +$128K 3.74% 9
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Prota Financial's SPYI Position: Q3 2026 in Review

Prota Financial increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.2% in Q3 2026, buying an estimated $128K and bringing the position to 109,917 shares worth $5.86M. The position accounts for 3.74% of the portfolio, ranked #9.

Prota Financial first reported a position in SPYI in Q1 2026 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Prota Financial held 109,917 shares of NEOS S&P 500 High Income ETF worth $5.86M as of Q3 2026.
  • Prota Financial bought 2,395 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $128K.
  • NEOS S&P 500 High Income ETF made up 3.74% of Prota Financial's portfolio in Q3 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 3 quarters since.
  • 150 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.