Walkner Condon Financial Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Walkner Condon Financial 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 Q2	$765K	Buy	14,413 +7,073	+96%	+$372K	0.09%	151
2026 Q1	$362K	Buy	7,340 +475	+7%	+$24.6K	0.05%	214
2025 Q4	$361K	Hold	6,865	–	–	0.05%	214
2025 Q3	$359K	Hold	6,865	–	–	0.06%	213
2025 Q2	$345K	Buy	6,865 +2,000	+41%	+$96.2K	0.06%	202
2025 Q1	$233K	Buy	+4,865	New	+$246K	0.05%	243

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Walkner Condon Financial Advisors's SPYI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 96% in Q2 2026, buying an estimated $372K and bringing the position to 14,413 shares worth $765K. The position accounts for 0.09% of the portfolio, ranked #151.

Walkner Condon Financial Advisors first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Walkner Condon Financial Advisors held 14,413 shares of NEOS S&P 500 High Income ETF worth $765K as of Q2 2026.
Walkner Condon Financial Advisors bought 7,073 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $372K.
NEOS S&P 500 High Income ETF made up 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #151 holding.
Walkner Condon Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.