Scott Capital Advisors
SPYI icon

Scott Capital Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Scott Capital Advisors’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 		$3.14M Buy
58,118
+49,955
+612% +$2.67M 0.45% 26
2026
Q2 		$433K Buy
8,163
+2,993
+58% +$157K 0.07% 46
2026
Q1 		$264K Buy
+5,170
New +$268K 0.05% 52

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $309M AUM 50.33% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Scott Capital Advisors's SPYI Position: Q3 2026 in Review

Scott Capital Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 612% in Q3 2026, buying an estimated $2.67M and bringing the position to 58,118 shares worth $3.14M. The position accounts for 0.45% of the portfolio, ranked #26.

Scott Capital Advisors first reported a position in SPYI in Q1 2026 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Scott Capital Advisors held 58,118 shares of NEOS S&P 500 High Income ETF worth $3.14M as of Q3 2026.
  • Scott Capital Advisors bought 49,955 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $2.67M.
  • NEOS S&P 500 High Income ETF made up 0.45% of Scott Capital Advisors's portfolio in Q3 2026, its #26 holding.
  • Scott Capital Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.