PWM
SPYI icon

Puff Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Puff Wealth Management’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 		$2.24M Buy
42,094
+7,231
+21% +$386K 2.11% 17
2026
Q2 		$1.85M Buy
+34,863
New +$1.83M 1.89% 18
2025
Q4 		$612K Buy
+11,642
New +$611K 0.79% 36

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Puff Wealth Management's SPYI Position: Q3 2026 in Review

Puff Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 21% in Q3 2026, buying an estimated $386K and bringing the position to 42,094 shares worth $2.24M. The position accounts for 2.11% of the portfolio, ranked #17.

Puff Wealth Management first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Puff Wealth Management held 42,094 shares of NEOS S&P 500 High Income ETF worth $2.24M as of Q3 2026.
  • Puff Wealth Management bought 7,231 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $386K.
  • NEOS S&P 500 High Income ETF made up 2.11% of Puff Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Puff Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.