WCG Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

WCG Wealth 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	$2.68M	Buy	50,401 +19,719	+64%	+$1.04M	0.06%	263
2026 Q1	$1.51M	Buy	30,682 +2,835	+10%	+$147K	0.04%	310
2025 Q4	$1.46M	Buy	27,847 +9,959	+56%	+$523K	0.04%	298
2025 Q3	$936K	Buy	17,888 +3,983	+29%	+$205K	0.06%	241
2025 Q2	$700K	Buy	+13,905	New	+$669K	0.05%	263

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

WCG Wealth Advisors's SPYI Position: Q2 2026 in Review

WCG Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 64% in Q2 2026, buying an estimated $1.04M and bringing the position to 50,401 shares worth $2.68M. The position accounts for 0.06% of the portfolio, ranked #263.

WCG Wealth Advisors first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

WCG Wealth Advisors held 50,401 shares of NEOS S&P 500 High Income ETF worth $2.68M as of Q2 2026.
WCG Wealth Advisors bought 19,719 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.04M.
NEOS S&P 500 High Income ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #263 holding.
WCG Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

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