Aptus Capital Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Aptus Capital Advisors’s Portfolio IWMI Stock Details IWMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.7K	Hold	1,175	–	–	﹤0.01%	1261
2025 Q4	$57.2K	Hold	1,175	–	–	﹤0.01%	1274
2025 Q3	$57.1K	Hold	1,175	–	–	﹤0.01%	1214
2025 Q2	$53.4K	Hold	1,175	–	–	﹤0.01%	1171
2025 Q1	$51.3K	Hold	1,175	–	–	﹤0.01%	1106
2024 Q4	$57.5K	Hold	1,175	–	–	﹤0.01%	1085
2024 Q3	$60.4K	Buy	+1,175	New	+$59.3K	﹤0.01%	905

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Aptus Capital Advisors's IWMI Position: Q1 2026 in Review

Aptus Capital Advisors held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q1 2026 at 1,175 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Aptus Capital Advisors first reported a position in IWMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $60.4K in Q3 2024. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Aptus Capital Advisors held 1,175 shares of NEOS Russell 2000 High Income ETF worth $55.7K as of Q1 2026.
Aptus Capital Advisors left its NEOS Russell 2000 High Income ETF share count unchanged in Q1 2026.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1261 holding.
Aptus Capital Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q3 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's NEOS Russell 2000 High Income ETF position peaked at $60.4K in Q3 2024.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.