Triumph Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Triumph Capital Management’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 Q3	$3.05M	Sell	57,386 -744	-1%	-$39.7K	0.53%	43
2026 Q2	$3.09M	Sell	58,130 -1,044	-2%	-$54.9K	0.56%	42
2026 Q1	$2.92M	Buy	59,174 +6,731	+13%	+$349K	0.59%	35
2025 Q4	$2.75M	Sell	52,443 -158	-0.3%	-$8.3K	0.6%	35
2025 Q3	$2.75M	Buy	52,601 +36,054	+218%	+$1.85M	0.74%	32
2025 Q2	$833K	Sell	16,547 -558	-3%	-$26.8K	0.25%	93
2025 Q1	$819K	Buy	17,105 +655	+4%	+$33.1K	0.27%	97
2024 Q4	$836K	Sell	16,450 -463	-3%	-$24K	0.29%	83
2024 Q3	$866K	Sell	16,913 -10,767	-39%	-$542K	0.31%	77
2024 Q2	$1.39M	Buy	27,680 +3,236	+13%	+$160K	0.54%	38
2024 Q1	$1.23M	Buy	24,444 +2,372	+11%	+$117K	0.5%	44
2023 Q4	$1.06M	Buy	+22,072	New	+$1.05M	0.45%	53

Other funds holding SPYI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Triumph Capital Management's SPYI Position: Q3 2026 in Review

Triumph Capital Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 1.3% in Q3 2026, selling an estimated $39.7K and leaving 57,386 shares worth $3.05M. The position accounts for 0.53% of the portfolio, ranked #43.

Triumph Capital Management first reported a position in SPYI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.09M in Q2 2026. 292 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Triumph Capital Management held 57,386 shares of NEOS S&P 500 High Income ETF worth $3.05M as of Q3 2026.
Triumph Capital Management sold 744 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $39.7K.
NEOS S&P 500 High Income ETF made up 0.53% of Triumph Capital Management's portfolio in Q3 2026, its #43 holding.
Triumph Capital Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 12 quarters since.
Triumph Capital Management's NEOS S&P 500 High Income ETF position peaked at $3.09M in Q2 2026.
292 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.