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Sowell Financial Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Sowell Financial Services’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 		$3.1M Sell
58,361
-8,476
-13% -$446K 0.1% 210
2026
Q1 		$3.3M Buy
66,837
+10,336
+18% +$536K 0.12% 183
2025
Q4 		$2.97M Buy
+56,501
New +$2.97M 0.11% 193
2024
Q4 		– Sell
-27,142
Closed -$1.39M – 596
2024
Q3 		$1.39M Buy
+27,142
New +$1.37M 0.06% 294

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's SPYI Position: Q2 2026 in Review

Sowell Financial Services reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 13% in Q2 2026, selling an estimated $446K and leaving 58,361 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #210.

Sowell Financial Services first reported a position in SPYI in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.3M in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Sowell Financial Services held 58,361 shares of NEOS S&P 500 High Income ETF worth $3.1M as of Q2 2026.
  • Sowell Financial Services sold 8,476 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $446K.
  • NEOS S&P 500 High Income ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #210 holding.
  • Sowell Financial Services first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 4 quarters since.
  • Sowell Financial Services's NEOS S&P 500 High Income ETF position peaked at $3.3M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.