Aventura Private Wealth LLC Purchases Shares of 240,530 NEOS S&P 500 High Income ETF $SPYI

Aventura Private Wealth LLC acquired a new position in shares of NEOS S&P 500 High Income ETF (BATS:SPYI) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 240,530 shares of the company’s stock, valued at approximately $12,635,000. NEOS S&P 500 High Income ETF accounts for approximately 4.5% of Aventura Private Wealth LLC’s investment portfolio, making the stock its 4th biggest position. Aventura Private Wealth LLC owned 0.29% of NEOS S&P 500 High Income ETF as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Cloud Capital Management LLC purchased a new position in shares of NEOS S&P 500 High Income ETF in the 3rd quarter valued at about $27,000. Pinnacle Bancorp Inc. acquired a new stake in shares of NEOS S&P 500 High Income ETF in the third quarter valued at about $31,000. Activest Wealth Management increased its stake in shares of NEOS S&P 500 High Income ETF by 154.8% during the third quarter. Activest Wealth Management now owns 986 shares of the company’s stock worth $52,000 after purchasing an additional 599 shares in the last quarter. Geneos Wealth Management Inc. raised its position in shares of NEOS S&P 500 High Income ETF by 232.3% during the 3rd quarter. Geneos Wealth Management Inc. now owns 1,369 shares of the company’s stock worth $72,000 after purchasing an additional 957 shares during the last quarter. Finally, EverSource Wealth Advisors LLC acquired a new stake in NEOS S&P 500 High Income ETF in the 2nd quarter worth about $91,000.

NEOS S&P 500 High Income ETF Stock Performance

Shares of SPYI opened at $49.27 on Friday. NEOS S&P 500 High Income ETF has a one year low of $41.60 and a one year high of $53.38. The stock has a market capitalization of $4.07 billion, a price-to-earnings ratio of 25.58 and a beta of 0.71. The stock has a 50 day moving average price of $52.10 and a 200 day moving average price of $52.32.

About NEOS S&P 500 High Income ETF

The Neos S&P 500(R) High Income ETF (SPYI) is an exchange-traded fund that mostly invests in total market equity. The fund aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts. SPYI was launched on Aug 30, 2022 and is managed by Neos.