BOLTON SECURITIES CORPORATION’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$690K	Buy	+13,970	New	+$724K	0.03%	455

Other funds holding SPYI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's SPYI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q1 2026: 13,970 shares worth $690K. The stake represents 0.03% of the portfolio and ranks #455 among its holdings.

400 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

BOLTON SECURITIES CORPORATION held 13,970 shares of NEOS S&P 500 High Income ETF worth $690K as of Q1 2026.
NEOS S&P 500 High Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
NEOS S&P 500 High Income ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #455 holding.
400 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.