Wealthcare Advisory Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Wealthcare Advisory Partners’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 Q3	$771K	Buy	14,507 +5,969	+70%	+$319K	0.01%	614
2026 Q2	$453K	Buy	+8,538	New	+$449K	0.01%	738

Other funds holding SPYI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealthcare Advisory Partners's SPYI Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 70% in Q3 2026, buying an estimated $319K and bringing the position to 14,507 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #614.

Wealthcare Advisory Partners first reported a position in SPYI in Q2 2026 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Wealthcare Advisory Partners held 14,507 shares of NEOS S&P 500 High Income ETF worth $771K as of Q3 2026.
Wealthcare Advisory Partners bought 5,969 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $319K.
NEOS S&P 500 High Income ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #614 holding.
Wealthcare Advisory Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2026 and has held it in 2 quarters since.
432 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.