Tucker Asset Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Tucker Asset 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	–	Sell	-1,500	Closed	-$78.8K	–	931
2025 Q4	$78.8K	Buy	+1,500	New	+$78.8K	0.02%	232
2025 Q1	–	Sell	-100	Closed	-$5.08K	–	842
2024 Q4	$5.08K	Hold	100	–	–	﹤0.01%	980
2024 Q3	$5.12K	Sell	100 -2	-2%	-$101	﹤0.01%	911
2024 Q2	$5.12K	Hold	102	–	–	﹤0.01%	1053
2024 Q1	$5.14K	Hold	102	–	–	﹤0.01%	1071
2023 Q4	$4.92K	Hold	102	–	–	﹤0.01%	913
2023 Q3	$4.79K	Buy	+102	New	+$5.01K	﹤0.01%	837

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Tucker Asset Management's SPYI Position: Q1 2026 in Review

Tucker Asset Management sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2026, closing a stake of 1,500 shares — an estimated $78.8K sold.

Tucker Asset Management first reported a position in SPYI in Q3 2023 and held it in 7 quarters. The position peaked at $78.8K in Q4 2025. 395 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

Tucker Asset Management reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,500 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $78.8K.
Tucker Asset Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and held it in 7 quarters.
Tucker Asset Management's NEOS S&P 500 High Income ETF position peaked at $78.8K in Q4 2025.
395 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.