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

Robertson Stephens 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 Q2	$980K	Buy	18,458 +13,459	+269%	+$708K	0.02%	322
2026 Q1	$247K	Buy	4,999 +1,168	+30%	+$60.5K	0.01%	549
2025 Q4	$201K	Hold	3,831	–	–	0.01%	604
2025 Q3	$200K	Buy	+3,831	New	+$197K	0.01%	513

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Robertson Stephens Wealth Management's SPYI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 269% in Q2 2026, buying an estimated $708K and bringing the position to 18,458 shares worth $980K. The position accounts for 0.02% of the portfolio, ranked #322.

Robertson Stephens Wealth Management first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Robertson Stephens Wealth Management held 18,458 shares of NEOS S&P 500 High Income ETF worth $980K as of Q2 2026.
Robertson Stephens Wealth Management bought 13,459 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $708K.
NEOS S&P 500 High Income ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #322 holding.
Robertson Stephens Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.