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 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%	-$8.29K	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 $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

Triumph Capital Management's SPYI Position: Q2 2026 in Review

Triumph Capital Management reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 1.8% in Q2 2026, selling an estimated $54.9K and leaving 58,130 shares worth $3.09M. The position accounts for 0.56% of the portfolio, ranked #42.

Triumph Capital Management first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Triumph Capital Management held 58,130 shares of NEOS S&P 500 High Income ETF worth $3.09M as of Q2 2026.
Triumph Capital Management sold 1,044 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $54.9K.
NEOS S&P 500 High Income ETF made up 0.56% of Triumph Capital Management's portfolio in Q2 2026, its #42 holding.
Triumph Capital Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.