SWP
SPYI icon

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
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 $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return