StoneCrest Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

StoneCrest Wealth Management’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	$4.98M	Buy	93,799 +850	+0.9%	+$44.7K	1.59%	26
2026 Q1	$4.59M	Buy	92,949 +422	+0.5%	+$21.9K	1.94%	21
2025 Q4	$4.86M	Buy	92,527 +11,000	+13%	+$578K	1.96%	22
2025 Q3	$4.26M	Buy	81,527 +2,206	+3%	+$113K	1.87%	22
2025 Q2	$3.99M	Buy	+79,321	New	+$3.82M	1.9%	24

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

StoneCrest Wealth Management's SPYI Position: Q2 2026 in Review

StoneCrest Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 0.91% in Q2 2026, buying an estimated $44.7K and bringing the position to 93,799 shares worth $4.98M. The position accounts for 1.59% of the portfolio, ranked #26.

StoneCrest Wealth Management first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

StoneCrest Wealth Management held 93,799 shares of NEOS S&P 500 High Income ETF worth $4.98M as of Q2 2026.
StoneCrest Wealth Management bought 850 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $44.7K.
NEOS S&P 500 High Income ETF made up 1.59% of StoneCrest Wealth Management's portfolio in Q2 2026, its #26 holding.
StoneCrest Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.