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

Sheets Smith 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	$1.31M	Sell	24,623 -80	-0.3%	-$4.21K	0.13%	158
2026 Q1	$1.22M	Sell	24,703 -565	-2%	-$29.3K	0.14%	155
2025 Q4	$1.33M	Buy	25,268 +2,284	+10%	+$120K	0.15%	144
2025 Q3	$1.2M	Buy	22,984 +979	+4%	+$50.3K	0.14%	153
2025 Q2	$1.11M	Hold	22,005	–	–	0.13%	149
2025 Q1	$1.05M	Buy	22,005 +13,025	+145%	+$658K	0.13%	149
2024 Q4	$456K	Buy	8,980 +3,105	+53%	+$161K	0.06%	272
2024 Q3	$301K	Buy	+5,875	New	+$296K	0.04%	317

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

Sheets Smith Wealth Management's SPYI Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 0.32% in Q2 2026, selling an estimated $4.21K and leaving 24,623 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #158.

Sheets Smith Wealth Management first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Sheets Smith Wealth Management held 24,623 shares of NEOS S&P 500 High Income ETF worth $1.31M as of Q2 2026.
Sheets Smith Wealth Management sold 80 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $4.21K.
NEOS S&P 500 High Income ETF made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #158 holding.
Sheets Smith 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.
Sheets Smith Wealth Management's NEOS S&P 500 High Income ETF position peaked at $1.33M in Q4 2025.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

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