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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SeaCrest Wealth Management's SPYI Position: Q2 2026 in Review

SeaCrest Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 31% in Q2 2026, buying an estimated $194K and bringing the position to 15,631 shares worth $830K. The position accounts for 0.09% of the portfolio, ranked #187.

SeaCrest Wealth Management first reported a position in SPYI in Q3 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

SeaCrest Wealth Management held 15,631 shares of NEOS S&P 500 High Income ETF worth $830K as of Q2 2026.
SeaCrest Wealth Management bought 3,690 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $194K.
NEOS S&P 500 High Income ETF made up 0.09% of SeaCrest Wealth Management's portfolio in Q2 2026, its #187 holding.
SeaCrest Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 7 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.