Waldron Private Wealth’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Waldron Private Wealth’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	$214K	Buy	+4,033	New	+$212K	0.01%	332

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Waldron Private Wealth's SPYI Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 4,033 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

98 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Waldron Private Wealth held 4,033 shares of NEOS S&P 500 High Income ETF worth $214K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Waldron Private Wealth position in Q2 2026.
NEOS S&P 500 High Income ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #332 holding.
98 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.