World Equity Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

World Equity Group’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	$621K	Sell	11,676 -6,145	-34%	-$328K	0.26%	85
2026 Q2	$946K	Buy	17,821 +2,029	+13%	+$107K	0.21%	103
2026 Q1	$780K	Buy	15,792 +1,220	+8%	+$63.2K	0.2%	116
2025 Q4	$765K	Buy	14,572 +2,526	+21%	+$133K	0.21%	111
2025 Q3	$630K	Sell	12,046 -2,895	-19%	-$149K	0.14%	146
2025 Q2	$752K	Buy	14,941 +8,522	+133%	+$410K	0.21%	111
2025 Q1	$307K	Sell	6,419 -10,875	-63%	-$550K	0.09%	224
2024 Q4	$879K	Buy	+17,294	New	+$896K	0.19%	118

Other funds holding SPYI

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

World Equity Group's SPYI Position: Q3 2026 in Review

World Equity Group reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 34% in Q3 2026, selling an estimated $328K and leaving 11,676 shares worth $621K. The position accounts for 0.26% of the portfolio, ranked #85.

World Equity Group first reported a position in SPYI in Q4 2024 and has held it in 8 quarters since. The position peaked at $946K in Q2 2026. 126 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

World Equity Group held 11,676 shares of NEOS S&P 500 High Income ETF worth $621K as of Q3 2026.
World Equity Group sold 6,145 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $328K.
NEOS S&P 500 High Income ETF made up 0.26% of World Equity Group's portfolio in Q3 2026, its #85 holding.
World Equity Group first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 8 quarters since.
World Equity Group's NEOS S&P 500 High Income ETF position peaked at $946K in Q2 2026.
126 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.