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 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 $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 $10.6B AUM 19.99% 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

Capital Analysts LLC's IWMI Position: Q1 2026 in Review

Capital Analysts LLC reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 54% in Q1 2026, selling an estimated $10.7K and leaving 182 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Capital Analysts LLC first reported a position in IWMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $21K in Q3 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Capital Analysts LLC held 182 shares of NEOS Russell 2000 High Income ETF worth $9K as of Q1 2026.
Capital Analysts LLC sold 215 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $10.7K.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1284 holding.
Capital Analysts LLC first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 4 quarters since.
Capital Analysts LLC's NEOS Russell 2000 High Income ETF position peaked at $21K in Q3 2025.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.