SeaCrest Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

SeaCrest Wealth Management’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	$690K	Sell	12,981 -2,650	-17%	-$142K	0.08%	208
2026 Q2	$830K	Buy	15,631 +3,690	+31%	+$194K	0.09%	187
2026 Q1	$590K	Buy	11,941 +1,470	+14%	+$76.2K	0.06%	286
2025 Q4	$554K	Buy	10,471 +1,215	+13%	+$63.8K	0.06%	296
2025 Q3	$488K	Sell	9,256 -80	-0.9%	-$4.11K	0.05%	317
2025 Q2	$470K	Buy	+9,336	New	+$449K	0.05%	333
2025 Q1	–	Sell	-5,126	Closed	-$261K	–	693
2024 Q4	$261K	Hold	5,126	–	–	0.03%	535
2024 Q3	$263K	Buy	+5,126	New	+$258K	0.03%	532

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

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

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

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SeaCrest Wealth Management's SPYI Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 17% in Q3 2026, selling an estimated $142K and leaving 12,981 shares worth $690K. The position accounts for 0.08% of the portfolio, ranked #208.

SeaCrest Wealth Management first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. The position peaked at $830K in Q2 2026. 150 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

SeaCrest Wealth Management held 12,981 shares of NEOS S&P 500 High Income ETF worth $690K as of Q3 2026.
SeaCrest Wealth Management sold 2,650 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $142K.
NEOS S&P 500 High Income ETF made up 0.08% of SeaCrest Wealth Management's portfolio in Q3 2026, its #208 holding.
SeaCrest Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
SeaCrest Wealth Management's NEOS S&P 500 High Income ETF position peaked at $830K in Q2 2026.
150 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.