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

Scheeler Financial’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 Q3	$1.04M	Buy	+19,516	New	+$1.04M	0.79%	22

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Scheeler Financial's SPYI Position: Q3 2026 in Review

Scheeler Financial opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 19,516 shares worth $1.04M. The stake represents 0.79% of the portfolio and ranks #22 among its holdings.

213 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Scheeler Financial held 19,516 shares of NEOS S&P 500 High Income ETF worth $1.04M as of Q3 2026.
NEOS S&P 500 High Income ETF was a new Scheeler Financial position in Q3 2026.
NEOS S&P 500 High Income ETF made up 0.79% of Scheeler Financial's portfolio in Q3 2026, its #22 holding.
213 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.