Signal Advisors Wealth’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Signal Advisors Wealth’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	$365K	Sell	6,866 -32	-0.5%	-$1.68K	0.02%	482
2026 Q1	$341K	Sell	6,898 -1,576	-19%	-$81.7K	0.02%	441
2025 Q4	$445K	Buy	8,474 +2,103	+33%	+$110K	0.04%	330
2025 Q3	$333K	Sell	6,371 -5,632	-47%	-$289K	0.03%	335
2025 Q2	$604K	Buy	+12,003	New	+$577K	0.05%	266

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

Signal Advisors Wealth's SPYI Position: Q2 2026 in Review

Signal Advisors Wealth reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 0.46% in Q2 2026, selling an estimated $1.68K and leaving 6,866 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #482.

Signal Advisors Wealth first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. The position peaked at $604K in Q2 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Signal Advisors Wealth held 6,866 shares of NEOS S&P 500 High Income ETF worth $365K as of Q2 2026.
Signal Advisors Wealth sold 32 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.68K.
NEOS S&P 500 High Income ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #482 holding.
Signal Advisors Wealth first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
Signal Advisors Wealth's NEOS S&P 500 High Income ETF position peaked at $604K in Q2 2025.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.