Wealth Enhancement Advisory Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Wealth Enhancement Advisory Services’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	$4.11M	Buy	76,450 +13,680	+22%	+$720K	0.01%	1137
2026 Q1	$3.12M	Sell	62,770 -46,713	-43%	-$2.42M	0.01%	1154
2025 Q4	$5.81M	Buy	109,483 +7,392	+7%	+$388K	0.01%	945
2025 Q3	$5.35M	Buy	102,091 +13,774	+16%	+$708K	0.01%	916
2025 Q2	$4.48M	Buy	88,317 +16,268	+23%	+$782K	0.01%	948
2025 Q1	$3.45M	Buy	72,049 +58,530	+433%	+$2.96M	0.01%	986
2024 Q4	$687K	Buy	+13,519	New	+$700K	﹤0.01%	1766

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

Wealth Enhancement Advisory Services's SPYI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 22% in Q2 2026, buying an estimated $720K and bringing the position to 76,450 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #1137.

Wealth Enhancement Advisory Services first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.81M in Q4 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Wealth Enhancement Advisory Services held 76,450 shares of NEOS S&P 500 High Income ETF worth $4.11M as of Q2 2026.
Wealth Enhancement Advisory Services bought 13,680 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $720K.
NEOS S&P 500 High Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1137 holding.
Wealth Enhancement Advisory Services first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's NEOS S&P 500 High Income ETF position peaked at $5.81M in Q4 2025.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.