VestGen Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

VestGen 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 Q3	$475K	Buy	8,935 +25	+0.3%	+$1.34K	0.01%	624
2026 Q2	$473K	Buy	8,910 +594	+7%	+$31.2K	0.01%	686
2026 Q1	$445K	Buy	8,316 +1,547	+23%	+$80.2K	0.01%	693
2025 Q4	$356K	Hold	6,769	–	–	0.02%	557
2025 Q3	$354K	Hold	6,769	–	–	0.01%	561
2025 Q2	$341K	Buy	+6,769	New	+$326K	0.01%	478

Other funds holding SPYI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

VestGen Advisors's SPYI Position: Q3 2026 in Review

VestGen Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 0.28% in Q3 2026, buying an estimated $1.34K and bringing the position to 8,935 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #624.

VestGen Advisors first reported a position in SPYI in Q2 2025 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

VestGen Advisors held 8,935 shares of NEOS S&P 500 High Income ETF worth $475K as of Q3 2026.
VestGen Advisors bought 25 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $1.34K.
NEOS S&P 500 High Income ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #624 holding.
VestGen Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 6 quarters since.
405 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.