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

Stratos Wealth Partners’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 		$14.9M Buy
279,886
+62,218
+29% +$3.27M 0.15% 144
2026
Q1 		$10.7M Buy
217,668
+34,708
+19% +$1.8M 0.12% 180
2025
Q4 		$9.61M Buy
182,960
+23,183
+15% +$1.22M 0.11% 199
2025
Q3 		$8.36M Buy
159,777
+65,949
+70% +$3.39M 0.1% 212
2025
Q2 		$4.72M Buy
93,828
+23,499
+33% +$1.13M 0.06% 294
2025
Q1 		$3.37M Buy
70,329
+58,184
+479% +$2.94M 0.05% 335
2024
Q4 		$617K Buy
12,145
+5,497
+83% +$285K 0.01% 851
2024
Q3 		$341K Buy
6,648
+1,088
+20% +$54.7K ﹤0.01% 1087
2024
Q2 		$279K Buy
+5,560
New +$276K ﹤0.01% 1112

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 Partners's SPYI Position: Q2 2026 in Review

Stratos Wealth Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 29% in Q2 2026, buying an estimated $3.27M and bringing the position to 279,886 shares worth $14.9M. The position accounts for 0.15% of the portfolio, ranked #144.

Stratos Wealth Partners first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Stratos Wealth Partners held 279,886 shares of NEOS S&P 500 High Income ETF worth $14.9M as of Q2 2026.
  • Stratos Wealth Partners bought 62,218 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $3.27M.
  • NEOS S&P 500 High Income ETF made up 0.15% of Stratos Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Stratos Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 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 Partners's 13F filing for Q2 2026, filed 11 Aug 2026.