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

Wealth Alliance’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 		$1.47M Sell
27,728
-1
-0% -$53 0.12% 149
2026
Q1 		$1.37M Buy
27,729
+5,703
+26% +$296K 0.14% 141
2025
Q4 		$1.16M Hold
22,026
– – 0.11% 162
2025
Q3 		$1.15M Buy
+22,026
New +$1.13M 0.12% 157

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Alliance's SPYI Position: Q2 2026 in Review

Wealth Alliance reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 0% in Q2 2026, selling an estimated $53 and leaving 27,728 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #149.

Wealth Alliance first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Wealth Alliance held 27,728 shares of NEOS S&P 500 High Income ETF worth $1.47M as of Q2 2026.
  • Wealth Alliance sold 1 NEOS S&P 500 High Income ETF share in Q2 2026, an estimated $53.
  • NEOS S&P 500 High Income ETF made up 0.12% of Wealth Alliance's portfolio in Q2 2026, its #149 holding.
  • Wealth Alliance first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.