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 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 $7.25B AUM 20.71% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

World Equity Group's SPYI Position: Q2 2026 in Review

World Equity Group increased its NEOS S&P 500 High Income ETF (SPYI) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 17,821 shares worth $946K. The position accounts for 0.21% of the portfolio, ranked #103.

World Equity Group first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

World Equity Group held 17,821 shares of NEOS S&P 500 High Income ETF worth $946K as of Q2 2026.
World Equity Group bought 2,029 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $107K.
NEOS S&P 500 High Income ETF made up 0.21% of World Equity Group's portfolio in Q2 2026, its #103 holding.
World Equity Group first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
109 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.