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

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

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. 449 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.
449 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.