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Richmond Investment Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Richmond Investment Services’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 		– Sell
-6,268
Closed -$309K – 238
2026
Q1 		$309K Buy
6,268
+1,620
+35% +$83.9K 0.05% 198
2025
Q4 		$244K Buy
+4,648
New +$244K 0.04% 206

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
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HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Richmond Investment Services's SPYI Position: Q2 2026 in Review

Richmond Investment Services sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 6,268 shares — an estimated $309K sold.

Richmond Investment Services first reported a position in SPYI in Q4 2025 and held it in 2 quarters. The position peaked at $309K in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Richmond Investment Services reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 6,268 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $309K.
  • Richmond Investment Services first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and held it in 2 quarters.
  • Richmond Investment Services's NEOS S&P 500 High Income ETF position peaked at $309K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.