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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return