RBC
SPYI icon

Roble Belko & Company’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Roble Belko & Company’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 		$32K Buy
594
+200
+51% +$10.5K ﹤0.01% 242
2026
Q1 		$19K Buy
394
+11
+3% +$570 ﹤0.01% 269
2025
Q4 		$20K Buy
383
+123
+47% +$6.46K ﹤0.01% 267
2025
Q3 		$14K Buy
260
+75
+41% +$3.85K ﹤0.01% 254
2025
Q2 		$9K Buy
185
+104
+128% +$5K ﹤0.01% 286
2025
Q1 		$4K Buy
81
+8
+11% +$404 ﹤0.01% 299
2024
Q4 		$4K Buy
73
+60
+462% +$3.11K ﹤0.01% 288
2024
Q3 		$1K Buy
+13
New +$654 ﹤0.01% 328

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

Roble Belko & Company's SPYI Position: Q2 2026 in Review

Roble Belko & Company increased its NEOS S&P 500 High Income ETF (SPYI) stake by 51% in Q2 2026, buying an estimated $10.5K and bringing the position to 594 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Roble Belko & Company first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Roble Belko & Company held 594 shares of NEOS S&P 500 High Income ETF worth $32K as of Q2 2026.
  • Roble Belko & Company bought 200 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $10.5K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #242 holding.
  • Roble Belko & Company first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.