Second Half Financial Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Second Half Financial Partners’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	$21.5M	Hold	404,802	–	–	8.81%	3
2026 Q1	$20M	Hold	404,802	–	–	9%	3
2025 Q4	$21.3M	Hold	404,802	–	–	9.44%	3
2025 Q3	$21.2M	Sell	404,802 -5,004	-1%	-$257K	9.33%	3
2025 Q2	$20.6M	Buy	409,806 +2,391	+0.6%	+$115K	9.72%	3
2025 Q1	$19.5M	Sell	407,415 -46,585	-10%	-$2.35M	9.67%	2
2024 Q4	$23.1M	Buy	+454,000	New	+$23.5M	11.27%	1

Other funds holding SPYI

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Second Half Financial Partners's SPYI Position: Q2 2026 in Review

Second Half Financial Partners held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 404,802 shares worth $21.5M. The position accounts for 8.81% of the portfolio, ranked #3.

Second Half Financial Partners first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.1M in Q4 2024. 74 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Second Half Financial Partners held 404,802 shares of NEOS S&P 500 High Income ETF worth $21.5M as of Q2 2026.
Second Half Financial Partners left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
NEOS S&P 500 High Income ETF made up 8.81% of Second Half Financial Partners's portfolio in Q2 2026, its #3 holding.
Second Half Financial Partners first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
Second Half Financial Partners's NEOS S&P 500 High Income ETF position peaked at $23.1M in Q4 2024.
74 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.