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U.S. Capital Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

U.S. Capital 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 		$2.01M Buy
40,691
+2,314
+6% +$120K 0.05% 358
2025
Q4 		$2.02M Buy
38,377
+135
+0.4% +$7.09K 0.05% 336
2025
Q3 		$2M Buy
38,242
+1,030
+3% +$52.9K 0.05% 333
2025
Q2 		$1.87M Buy
37,212
+49
+0.1% +$2.36K 0.05% 313
2025
Q1 		$1.78M Buy
37,163
+1,980
+6% +$100K 0.05% 318
2024
Q4 		$1.79M Buy
35,183
+238
+0.7% +$12.3K 0.06% 322
2024
Q3 		$1.79M Buy
34,945
+2,610
+8% +$131K 0.06% 264
2024
Q2 		$1.62M Buy
32,335
+13,680
+73% +$678K 0.06% 272
2024
Q1 		$939K Buy
18,655
+12,805
+219% +$632K 0.04% 354
2023
Q4 		$282K Buy
+5,850
New +$277K 0.01% 568

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