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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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. 110 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.
110 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.