CAP Partners LLC
IWMI icon

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
Q3 		$245K Buy
4,998
+700
+16% +$36.4K 0.11% 145
2026
Q2 		$230K Buy
+4,298
New +$221K 0.11% 142

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Independent Financial Group
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Herbst Group
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Newbridge Financial Services Group
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EntreWealth
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SeaCrest Wealth Management
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Quantum Private Wealth
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CAP Partners LLC's IWMI Position: Q3 2026 in Review

CAP Partners LLC increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 16% in Q3 2026, buying an estimated $36.4K and bringing the position to 4,998 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #145.

CAP Partners LLC first reported a position in IWMI in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

  • CAP Partners LLC held 4,998 shares of NEOS Russell 2000 High Income ETF worth $245K as of Q3 2026.
  • CAP Partners LLC bought 700 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $36.4K.
  • NEOS Russell 2000 High Income ETF made up 0.11% of CAP Partners LLC's portfolio in Q3 2026, its #145 holding.
  • CAP Partners LLC first reported a position in NEOS Russell 2000 High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.