AF
IYRI

Allworth Financial’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Allworth Financial’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-700
Closed -$34K – 5339
2025
Q4 		$34K Hold
700
– – ﹤0.01% 2454
2025
Q3 		$35.4K Buy
+700
New +$35.3K ﹤0.01% 2345

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial's IYRI Position: Q1 2026 in Review

Allworth Financial sold out of NEOS Real Estate High Income ETF (IYRI) in Q1 2026, closing a stake of 700 shares — an estimated $34K sold.

Allworth Financial first reported a position in IYRI in Q3 2025 and held it in 2 quarters. The position peaked at $35.4K in Q3 2025. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Allworth Financial reported no remaining NEOS Real Estate High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 700 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $34K.
  • Allworth Financial first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and held it in 2 quarters.
  • Allworth Financial's NEOS Real Estate High Income ETF position peaked at $35.4K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.