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Twin Peaks Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Twin Peaks Wealth Advisors’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 		$17.8K Buy
+361
New +$18.7K ﹤0.01% 769
2025
Q3 		– Sell
-133
Closed -$6.87K – 1843
2025
Q2 		$6.87K Buy
+133
New +$6.4K ﹤0.01% 1132

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $666B 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 $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Twin Peaks Wealth Advisors's SPYI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q1 2026: 361 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SPYI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SPYI in Q2 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 361 shares of NEOS S&P 500 High Income ETF worth $17.8K as of Q1 2026.
  • NEOS S&P 500 High Income ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #769 holding.
  • Twin Peaks Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.