Strategic Blueprint
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Strategic Blueprint’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Strategic Blueprint’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 		$1.39M Buy
26,148
+878
+3% +$46.9K 0.07% 250
2026
Q2 		$1.34M Buy
25,270
+9,236
+58% +$486K 0.07% 266
2026
Q1 		$792K Buy
16,034
+8,065
+101% +$418K 0.05% 321
2025
Q4 		$419K Buy
+7,969
New +$418K 0.02% 437

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Strategic Blueprint's SPYI Position: Q3 2026 in Review

Strategic Blueprint increased its NEOS S&P 500 High Income ETF (SPYI) stake by 3.5% in Q3 2026, buying an estimated $46.9K and bringing the position to 26,148 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #250.

Strategic Blueprint first reported a position in SPYI in Q4 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Strategic Blueprint held 26,148 shares of NEOS S&P 500 High Income ETF worth $1.39M as of Q3 2026.
  • Strategic Blueprint bought 878 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $46.9K.
  • NEOS S&P 500 High Income ETF made up 0.07% of Strategic Blueprint's portfolio in Q3 2026, its #250 holding.
  • Strategic Blueprint first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.