RA
SPYI icon

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

RiverTree 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 		$7.26M Buy
136,699
+8,981
+7% +$472K 4.29% 4
2026
Q1 		$6.31M Buy
127,718
+16,379
+15% +$849K 3.99% 9
2025
Q4 		$5.85M Sell
111,339
-3,204
-3% -$168K 3.73% 10
2025
Q3 		$5.99M Buy
114,543
+11,340
+11% +$583K 3.84% 10
2025
Q2 		$5.19M Buy
103,203
+65,282
+172% +$3.14M 3.49% 9
2025
Q1 		$1.82M Buy
+37,921
New +$1.92M 1.22% 25

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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

RiverTree Advisors's SPYI Position: Q2 2026 in Review

RiverTree Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 7% in Q2 2026, buying an estimated $472K and bringing the position to 136,699 shares worth $7.26M. The position accounts for 4.29% of the portfolio, ranked #4.

RiverTree Advisors first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • RiverTree Advisors held 136,699 shares of NEOS S&P 500 High Income ETF worth $7.26M as of Q2 2026.
  • RiverTree Advisors bought 8,981 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $472K.
  • NEOS S&P 500 High Income ETF made up 4.29% of RiverTree Advisors's portfolio in Q2 2026, its #4 holding.
  • RiverTree Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.