WI
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Westbourne Investments’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Westbourne Investments’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$464K Sell
9,220
-625
-6% -$31.5K 0.25% 80
2025
Q1 		$471K Sell
9,845
-4,340
-31% -$208K 0.28% 76
2024
Q4 		$721K Buy
+14,185
New +$721K 0.42% 60