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icono de IYRI

NEOS Real Estate High Income ETF
IYRI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Gradient Investments
1
Gradient Investments
Minnesota
USD 8.19 M +USD 188 k +3,827 +2%
Prevail Innovative Wealth Advisors
2
Prevail Innovative Wealth Advisors
Kansas
USD 6.92 M +USD 106 k +2,159 +2%
CWA
3
Cascade Wealth Advisors
Washington
USD 5.3 M -USD 1.05 M -21,365 -17%
MS
4
Madden Securities
Texas
USD 4.92 M -USD 43 k -875 -0.9%
New England Private Wealth Advisors
5
New England Private Wealth Advisors
Massachusetts
USD 3.28 M +USD 3.22 M +65,420 Nuevas
RFG Advisory
6
RFG Advisory
Alabama
USD 3.21 M +USD 642 k +13,049 +25%
Moran Wealth Management
7
Moran Wealth Management
Florida
USD 2.36 M +USD 575 k +11,703 +32%
CCIA
8
Cherry Creek Investment Advisors
Colorado
USD 2.13 M +USD 124 k +2,520 +6%
Summit Financial
9
Summit Financial
New Jersey
USD 1.27 M +USD 190 k +3,867 +18%
CPL
10
CAP Partners LLC
Tennessee
USD 914 k +USD 176 k +3,574 +24%
Stifel Financial
11
Stifel Financial
Missouri
USD 900 k +USD 71.7 k +1,458 +9%
LPL Financial
12
LPL Financial
California
USD 819 k +USD 820 k +16,686 Nuevas
HNWAG
13
High Net Worth Advisory Group
Florida
USD 792 k -USD 3.93 k -80 -0.5%
World Investment Advisors
14
World Investment Advisors
California
USD 745 k – – –
CWAF
15
Core Wealth Advisors (Florida)
Florida
USD 701 k +USD 290 k +5,895 +70%
PAM
16
PVG Asset Management
Colorado
USD 615 k +USD 64.2 k +1,305 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 580 k +USD 386 k +7,854 +198%
Steward Partners Investment Advisory
18
Steward Partners Investment Advisory
New York
USD 507 k +USD 508 k +10,331 Nuevas
D.A. Davidson & Co
19
D.A. Davidson & Co
Montana
USD 502 k +USD 502 k +10,218 Nuevas
E
20
EntreWealth
Texas
USD 495 k +USD 492 k +10,000 Nuevas
Parallel Advisors
21
Parallel Advisors
California
USD 464 k +USD 465 k +9,450 Nuevas
Foundations Investment Advisors
22
Foundations Investment Advisors
Arizona
USD 371 k +USD 372 k +7,561 Nuevas
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 334 k -USD 186 k -3,787 -36%
Independent Financial Group
24
Independent Financial Group
California
USD 295 k +USD 295 k +6,000 Nuevas
Mariner
25
Mariner
Kansas
USD 273 k +USD 274 k +5,567 Nuevas
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