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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
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 $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Root Financial Partners's SPYI Position: Q1 2026 in Review

Root Financial Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 79% in Q1 2026, buying an estimated $13.2K and bringing the position to 577 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Root Financial Partners first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Root Financial Partners held 577 shares of NEOS S&P 500 High Income ETF worth $28.5K as of Q1 2026.
  • Root Financial Partners bought 255 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $13.2K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1146 holding.
  • Root Financial Partners first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.