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Stratos Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Stratos Wealth 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 		$1.55M Buy
29,137
+412
+1% +$21.7K 0.08% 219
2026
Q1 		$1.42M Buy
28,725
+2,990
+12% +$155K 0.09% 224
2025
Q4 		$1.35M Sell
25,735
-505
-2% -$26.5K 0.07% 268
2025
Q3 		$1.37M Sell
26,240
-4,263
-14% -$219K 0.07% 274
2025
Q2 		$1.53M Buy
30,503
+313
+1% +$15.1K 0.08% 254
2025
Q1 		$1.45M Buy
+30,190
New +$1.53M 0.08% 249

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

Stratos Wealth Advisors's SPYI Position: Q2 2026 in Review

Stratos Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.4% in Q2 2026, buying an estimated $21.7K and bringing the position to 29,137 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #219.

Stratos Wealth Advisors first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Stratos Wealth Advisors held 29,137 shares of NEOS S&P 500 High Income ETF worth $1.55M as of Q2 2026.
  • Stratos Wealth Advisors bought 412 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $21.7K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Stratos Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Stratos Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.