Sowell Financial Services
SPYI icon

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
Q3 		$2.93M Sell
55,073
-3,288
-6% -$176K 0.08% 250
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Sowell Financial Services's SPYI Position: Q3 2026 in Review

Sowell Financial Services reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 5.6% in Q3 2026, selling an estimated $176K and leaving 55,073 shares worth $2.93M. The position accounts for 0.08% of the portfolio, ranked #250.

Sowell Financial Services first reported a position in SPYI in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.3M in Q1 2026. 120 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Sowell Financial Services held 55,073 shares of NEOS S&P 500 High Income ETF worth $2.93M as of Q3 2026.
  • Sowell Financial Services sold 3,288 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $176K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Sowell Financial Services's portfolio in Q3 2026, its #250 holding.
  • Sowell Financial Services first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 5 quarters since.
  • Sowell Financial Services's NEOS S&P 500 High Income ETF position peaked at $3.3M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.