Sentinel Advisory Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Sentinel Advisory Group’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	$9.25M	Buy	174,303 +22,499	+15%	+$1.18M	3.78%	9
2026 Q1	$7.49M	Buy	+151,804	New	+$7.87M	3.65%	9

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

Sentinel Advisory Group's SPYI Position: Q2 2026 in Review

Sentinel Advisory Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 15% in Q2 2026, buying an estimated $1.18M and bringing the position to 174,303 shares worth $9.25M. The position accounts for 3.78% of the portfolio, ranked #9.

Sentinel Advisory Group first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Sentinel Advisory Group held 174,303 shares of NEOS S&P 500 High Income ETF worth $9.25M as of Q2 2026.
Sentinel Advisory Group bought 22,499 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.18M.
NEOS S&P 500 High Income ETF made up 3.78% of Sentinel Advisory Group's portfolio in Q2 2026, its #9 holding.
Sentinel Advisory Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.