CPL
IWMI

CAP Partners LLC’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

CAP Partners LLC’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
Q2 		$230K Buy
+4,298
New +$221K 0.11% 142

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAP Partners LLC's IWMI Position: Q2 2026 in Review

CAP Partners LLC opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 4,298 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #142 among its holdings.

111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • CAP Partners LLC held 4,298 shares of NEOS Russell 2000 High Income ETF worth $230K as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new CAP Partners LLC position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up 0.11% of CAP Partners LLC's portfolio in Q2 2026, its #142 holding.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.