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

Voisard Asset Management 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
2026 Q2	$903K	Buy	17,000 +7,000	+70%	+$368K	0.17%	48
2026 Q1	$494K	Hold	10,000	–	–	0.11%	65
2025 Q4	$525K	Buy	+10,000	New	+$525K	0.11%	60

Other funds holding SPYI

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

HCM

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Voisard Asset Management Group's SPYI Position: Q2 2026 in Review

Voisard Asset Management Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 70% in Q2 2026, buying an estimated $368K and bringing the position to 17,000 shares worth $903K. The position accounts for 0.17% of the portfolio, ranked #48.

Voisard Asset Management Group first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Voisard Asset Management Group held 17,000 shares of NEOS S&P 500 High Income ETF worth $903K as of Q2 2026.
Voisard Asset Management Group bought 7,000 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $368K.
NEOS S&P 500 High Income ETF made up 0.17% of Voisard Asset Management Group's portfolio in Q2 2026, its #48 holding.
Voisard Asset Management Group first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.