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Root Financial Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Root Financial Partners’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 		– Sell
-577
Closed -$28.5K – 2798
2026
Q1 		$28.5K Buy
577
+255
+79% +$13.2K ﹤0.01% 1146
2025
Q4 		$16.9K Buy
322
+315
+4,500% +$16.5K ﹤0.01% 1261
2025
Q3 		$366 Buy
+7
New +$360 ﹤0.01% 2170

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

Root Financial Partners's SPYI Position: Q2 2026 in Review

Root Financial Partners sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 577 shares — an estimated $28.5K sold.

Root Financial Partners first reported a position in SPYI in Q3 2025 and held it in 3 quarters. The position peaked at $28.5K in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Root Financial Partners reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 577 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $28.5K.
  • Root Financial Partners first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NEOS S&P 500 High Income ETF position peaked at $28.5K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.