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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$392K	Buy	+7,787	New	+$392K	0.08%	180
2024 Q3	–	Sell	-1,018	Closed	-$51.1K	–	792
2024 Q2	$51.1K	Buy	+1,018	New	+$51.1K	0.03%	227