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

Rockwood 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	$971K	Buy	+18,291	New	+$962K	0.06%	50

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Rockwood Wealth Management's SPYI Position: Q2 2026 in Review

Rockwood Wealth Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 18,291 shares worth $971K. The stake represents 0.06% of the portfolio and ranks #50 among its holdings.

204 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Rockwood Wealth Management held 18,291 shares of NEOS S&P 500 High Income ETF worth $971K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Rockwood Wealth Management position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.06% of Rockwood Wealth Management's portfolio in Q2 2026, its #50 holding.
204 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

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