Waverly Advisors’s NEOS S&P 500 Hedged Equity Income ETF SPYH Stock Holding History

Waverly Advisors’s Portfolio SPYH Stock Details SPYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	+22,251	New	+$1.23M	0.01%	821

Other funds holding SPYH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Resurgent Financial Advisors Atlanta, Georgia $360M AUM 28.63% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Imprint Wealth Mount Pleasant, South Carolina $24.6M AUM 43.43% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Waverly Advisors's SPYH Position: Q2 2026 in Review

Waverly Advisors opened a new position in NEOS S&P 500 Hedged Equity Income ETF (SPYH) in Q2 2026: 22,251 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #821 among its holdings.

12 funds tracked by Wall St. Rank hold SPYH as of Q2 2026.

Waverly Advisors held 22,251 shares of NEOS S&P 500 Hedged Equity Income ETF worth $1.24M as of Q2 2026.
NEOS S&P 500 Hedged Equity Income ETF was a new Waverly Advisors position in Q2 2026.
NEOS S&P 500 Hedged Equity Income ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #821 holding.
12 funds tracked by Wall St. Rank held NEOS S&P 500 Hedged Equity Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.