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

SHP 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
Q1 		$1.14M Buy
23,181
+22,744
+5,205% +$1.18M 0.09% 71
2025
Q4 		$23K Buy
+437
New +$22.9K ﹤0.01% 657

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

SHP Wealth Management's SPYI Position: Q1 2026 in Review

SHP Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 5,205% in Q1 2026, buying an estimated $1.18M and bringing the position to 23,181 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #71.

SHP Wealth Management first reported a position in SPYI in Q4 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • SHP Wealth Management held 23,181 shares of NEOS S&P 500 High Income ETF worth $1.14M as of Q1 2026.
  • SHP Wealth Management bought 22,744 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $1.18M.
  • NEOS S&P 500 High Income ETF made up 0.09% of SHP Wealth Management's portfolio in Q1 2026, its #71 holding.
  • SHP Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.