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VisionPoint Advisory Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

VisionPoint Advisory Group’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
2024
Q2 		– Sell
-188
Closed -$9.47K – 876
2024
Q1 		$9.47K Buy
188
+15
+9% +$740 ﹤0.01% 476
2023
Q4 		$8.34K Hold
173
– – ﹤0.01% 437
2023
Q3 		$8.12K Buy
+173
New +$8.51K ﹤0.01% 460

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

VisionPoint Advisory Group's SPYI Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2024, closing a stake of 188 shares — an estimated $9.47K sold.

VisionPoint Advisory Group first reported a position in SPYI in Q3 2023 and held it in 3 quarters. The position peaked at $9.47K in Q1 2024. 111 funds tracked by Wall St. Rank hold SPYI as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 188 NEOS S&P 500 High Income ETF shares in Q2 2024, an estimated $9.47K.
  • VisionPoint Advisory Group first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's NEOS S&P 500 High Income ETF position peaked at $9.47K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.