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 Q3	$8.32M	Buy	156,508 +19,809	+14%	+$1.06M	4.96%	2
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

RiverTree Advisors's SPYI Position: Q3 2026 in Review

RiverTree Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 14% in Q3 2026, buying an estimated $1.06M and bringing the position to 156,508 shares worth $8.32M. The position accounts for 4.96% of the portfolio, ranked #2.

RiverTree Advisors first reported a position in SPYI in Q1 2025 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

RiverTree Advisors held 156,508 shares of NEOS S&P 500 High Income ETF worth $8.32M as of Q3 2026.
RiverTree Advisors bought 19,809 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $1.06M.
NEOS S&P 500 High Income ETF made up 4.96% of RiverTree Advisors's portfolio in Q3 2026, its #2 holding.
RiverTree Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.