CAL
IWMI

Capital Analysts LLC’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Capital Analysts 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 		$9K Sell
172
-10
-5% -$514 ﹤0.01% 1321
2026
Q1 		$9K Sell
182
-215
-54% -$10.7K ﹤0.01% 1284
2025
Q4 		$19K Sell
397
-26
-6% -$1.27K ﹤0.01% 1121
2025
Q3 		$21K Sell
423
-4
-0.9% -$189 ﹤0.01% 1076
2025
Q2 		$19K Buy
+427
New +$18.6K ﹤0.01% 1035

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

Capital Analysts LLC's IWMI Position: Q2 2026 in Review

Capital Analysts LLC reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 5.5% in Q2 2026, selling an estimated $514 and leaving 172 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Capital Analysts LLC first reported a position in IWMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $21K in Q3 2025. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Capital Analysts LLC held 172 shares of NEOS Russell 2000 High Income ETF worth $9K as of Q2 2026.
  • Capital Analysts LLC sold 10 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $514.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1321 holding.
  • Capital Analysts LLC first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's NEOS Russell 2000 High Income ETF position peaked at $21K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.