Sigma Planning Corp’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Sigma Planning Corp’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 Q3	$3.09M	Buy	58,104 +579	+1%	+$30.9K	0.08%	256
2026 Q2	$3.05M	Buy	57,525 +2,292	+4%	+$121K	0.08%	267
2026 Q1	$2.73M	Buy	55,233 +14,612	+36%	+$757K	0.08%	273
2025 Q4	$2.14M	Buy	40,621 +31,301	+336%	+$1.64M	0.06%	320
2025 Q3	$487K	Buy	+9,320	New	+$479K	0.01%	824

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Sigma Planning Corp's SPYI Position: Q3 2026 in Review

Sigma Planning Corp increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1% in Q3 2026, buying an estimated $30.9K and bringing the position to 58,104 shares worth $3.09M. The position accounts for 0.08% of the portfolio, ranked #256.

Sigma Planning Corp first reported a position in SPYI in Q3 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Sigma Planning Corp held 58,104 shares of NEOS S&P 500 High Income ETF worth $3.09M as of Q3 2026.
Sigma Planning Corp bought 579 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $30.9K.
NEOS S&P 500 High Income ETF made up 0.08% of Sigma Planning Corp's portfolio in Q3 2026, its #256 holding.
Sigma Planning Corp first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.