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

Provenance 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	$607K	Buy	+11,441	New	+$602K	0.06%	60

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Provenance Wealth Advisors's SPYI Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 11,441 shares worth $607K. The stake represents 0.06% of the portfolio and ranks #60 among its holdings.

197 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Provenance Wealth Advisors held 11,441 shares of NEOS S&P 500 High Income ETF worth $607K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Provenance Wealth Advisors position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.06% of Provenance Wealth Advisors's portfolio in Q2 2026, its #60 holding.
197 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.