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SageGuard Financial Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

SageGuard Financial Group’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 		$7.27M Buy
136,997
+5,805
+4% +$305K 1.02% 30
2026
Q1 		$6.48M Sell
131,192
-23,336
-15% -$1.21M 1% 32
2025
Q4 		$8.12M Buy
+154,528
New +$8.11M 1.29% 28

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SageGuard Financial Group's SPYI Position: Q2 2026 in Review

SageGuard Financial Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 4.4% in Q2 2026, buying an estimated $305K and bringing the position to 136,997 shares worth $7.27M. The position accounts for 1.02% of the portfolio, ranked #30.

SageGuard Financial Group first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.12M in Q4 2025. 280 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • SageGuard Financial Group held 136,997 shares of NEOS S&P 500 High Income ETF worth $7.27M as of Q2 2026.
  • SageGuard Financial Group bought 5,805 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $305K.
  • NEOS S&P 500 High Income ETF made up 1.02% of SageGuard Financial Group's portfolio in Q2 2026, its #30 holding.
  • SageGuard Financial Group first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's NEOS S&P 500 High Income ETF position peaked at $8.12M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.