VSM Wealth Advisory’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

VSM Wealth Advisory’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	$293	Buy	6 +1	+20%	+$53	﹤0.01%	488
2026 Q1	$265	Hold	5	–	–	﹤0.01%	483
2025 Q4	$273	Buy	+5	New	+$263	﹤0.01%	432

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

VSM Wealth Advisory's SPYI Position: Q2 2026 in Review

VSM Wealth Advisory increased its NEOS S&P 500 High Income ETF (SPYI) stake by 20% in Q2 2026, buying an estimated $53 and bringing the position to 6 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #488.

VSM Wealth Advisory 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.

VSM Wealth Advisory held 6 shares of NEOS S&P 500 High Income ETF worth $293 as of Q2 2026.
VSM Wealth Advisory bought 1 NEOS S&P 500 High Income ETF share in Q2 2026, an estimated $53.
NEOS S&P 500 High Income ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #488 holding.
VSM Wealth Advisory 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 VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.