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

Triad 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	$491K	Sell	9,193 -21,695	-70%	-$1.14M	0.03%	315
2026 Q1	$1.52M	Buy	30,888 +14,952	+94%	+$775K	0.12%	126
2025 Q4	$837K	Buy	15,936 +4,953	+45%	+$260K	0.08%	179
2025 Q3	$574K	Buy	10,983 +3,196	+41%	+$164K	0.07%	181
2025 Q2	$392K	Buy	+7,787	New	+$375K	0.08%	180
2024 Q3	–	Sell	-1,018	Closed	-$51.1K	–	790
2024 Q2	$51.1K	Buy	+1,018	New	+$50.5K	0.03%	227

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

Triad Wealth Partners's SPYI Position: Q2 2026 in Review

Triad Wealth Partners reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 70% in Q2 2026, selling an estimated $1.14M and leaving 9,193 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #315.

Triad Wealth Partners first reported a position in SPYI in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Triad Wealth Partners held 9,193 shares of NEOS S&P 500 High Income ETF worth $491K as of Q2 2026.
Triad Wealth Partners sold 21,695 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.14M.
NEOS S&P 500 High Income ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #315 holding.
Triad Wealth Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's NEOS S&P 500 High Income ETF position peaked at $1.52M in Q1 2026.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.