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

Resurgent Financial 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
Q1 		$817K Buy
16,540
+419
+3% +$21.7K 0.29% 82
2025
Q4 		$847K Buy
16,121
+2,514
+18% +$132K 0.42% 65
2025
Q3 		$712K Buy
+13,607
New +$699K 0.35% 78

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Resurgent Financial Advisors's SPYI Position: Q1 2026 in Review

Resurgent Financial Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.6% in Q1 2026, buying an estimated $21.7K and bringing the position to 16,540 shares worth $817K. The position accounts for 0.29% of the portfolio, ranked #82.

Resurgent Financial Advisors first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $847K in Q4 2025. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Resurgent Financial Advisors held 16,540 shares of NEOS S&P 500 High Income ETF worth $817K as of Q1 2026.
  • Resurgent Financial Advisors bought 419 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $21.7K.
  • NEOS S&P 500 High Income ETF made up 0.29% of Resurgent Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Resurgent Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Resurgent Financial Advisors's NEOS S&P 500 High Income ETF position peaked at $847K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.