Teamwork Financial Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Teamwork Financial 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	$8.33M	Buy	156,863 +8,493	+6%	+$447K	0.76%	52
2026 Q1	$7.33M	Sell	148,370 -30,293	-17%	-$1.57M	0.77%	49
2025 Q4	$9.39M	Buy	178,663 +75,565	+73%	+$3.97M	0.95%	45
2025 Q3	$5.39M	Buy	103,098 +14,886	+17%	+$765K	0.56%	50
2025 Q2	$4.44M	Buy	+88,212	New	+$4.24M	0.51%	37

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Teamwork Financial Advisors's SPYI Position: Q2 2026 in Review

Teamwork Financial Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 5.7% in Q2 2026, buying an estimated $447K and bringing the position to 156,863 shares worth $8.33M. The position accounts for 0.76% of the portfolio, ranked #52.

Teamwork Financial Advisors first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.39M in Q4 2025. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Teamwork Financial Advisors held 156,863 shares of NEOS S&P 500 High Income ETF worth $8.33M as of Q2 2026.
Teamwork Financial Advisors bought 8,493 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $447K.
NEOS S&P 500 High Income ETF made up 0.76% of Teamwork Financial Advisors's portfolio in Q2 2026, its #52 holding.
Teamwork Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
Teamwork Financial Advisors's NEOS S&P 500 High Income ETF position peaked at $9.39M in Q4 2025.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.