Snowden Capital Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Snowden Capital Advisors’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	$1.49M	Buy	28,135 +5,388	+24%	+$283K	0.04%	444
2026 Q1	$1.12M	Sell	22,747 -7,442	-25%	-$386K	0.03%	497
2025 Q4	$1.59M	Buy	30,189 +900	+3%	+$47.3K	0.04%	403
2025 Q3	$1.53M	Buy	29,289 +1,165	+4%	+$59.9K	0.04%	389
2025 Q2	$1.42M	Buy	28,124 +21,979	+358%	+$1.06M	0.04%	413
2025 Q1	$294K	Buy	6,145 +160	+3%	+$8.09K	0.01%	988
2024 Q4	$304K	Buy	+5,985	New	+$310K	0.01%	979

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

Snowden Capital Advisors's SPYI Position: Q2 2026 in Review

Snowden Capital Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 24% in Q2 2026, buying an estimated $283K and bringing the position to 28,135 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #444.

Snowden Capital Advisors first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2025. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Snowden Capital Advisors held 28,135 shares of NEOS S&P 500 High Income ETF worth $1.49M as of Q2 2026.
Snowden Capital Advisors bought 5,388 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $283K.
NEOS S&P 500 High Income ETF made up 0.04% of Snowden Capital Advisors's portfolio in Q2 2026, its #444 holding.
Snowden Capital Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
Snowden Capital Advisors's NEOS S&P 500 High Income ETF position peaked at $1.59M in Q4 2025.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.