Capital Advisory Group Advisory Services LLC Buys 16,266 Shares of NEOS S&P 500 High Income ETF $SPYI

Capital Advisory Group Advisory Services LLC increased its stake in NEOS S&P 500 High Income ETF (BATS:SPYI) by 27.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 74,828 shares of the company’s stock after purchasing an additional 16,266 shares during the period. NEOS S&P 500 High Income ETF accounts for 1.2% of Capital Advisory Group Advisory Services LLC’s portfolio, making the stock its 21st largest holding. Capital Advisory Group Advisory Services LLC owned about 0.09% of NEOS S&P 500 High Income ETF worth $3,931,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. Claro Advisors LLC raised its position in NEOS S&P 500 High Income ETF by 1.2% in the 3rd quarter. Claro Advisors LLC now owns 17,118 shares of the company’s stock worth $895,000 after purchasing an additional 200 shares during the last quarter. BCS Wealth Management raised its position in NEOS S&P 500 High Income ETF by 2.7% in the 3rd quarter. BCS Wealth Management now owns 7,793 shares of the company’s stock worth $408,000 after purchasing an additional 203 shares during the last quarter. CWA Asset Management Group LLC raised its position in NEOS S&P 500 High Income ETF by 3.0% in the 4th quarter. CWA Asset Management Group LLC now owns 9,540 shares of the company’s stock worth $501,000 after purchasing an additional 280 shares during the last quarter. Cornerstone Wealth Management LLC raised its position in NEOS S&P 500 High Income ETF by 2.9% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 10,931 shares of the company’s stock worth $572,000 after purchasing an additional 305 shares during the last quarter. Finally, Compound Planning Inc. grew its holdings in NEOS S&P 500 High Income ETF by 1.7% during the 3rd quarter. Compound Planning Inc. now owns 20,111 shares of the company’s stock worth $1,052,000 after acquiring an additional 331 shares during the period.

NEOS S&P 500 High Income ETF Stock Performance

SPYI opened at $49.93 on Wednesday. The company has a fifty day moving average price of $51.28 and a two-hundred day moving average price of $52.10. NEOS S&P 500 High Income ETF has a 52 week low of $42.30 and a 52 week high of $53.38. The firm has a market capitalization of $4.12 billion, a PE ratio of 25.58 and a beta of 0.71.

NEOS S&P 500 High Income ETF Company Profile

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.