CAPTRUST Financial Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

CAPTRUST Financial Advisors’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	$413K	Buy	+8,430	New	+$438K	﹤0.01%	2381

Other funds holding IWMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

CAPTRUST Financial Advisors's IWMI Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026: 8,430 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #2381 among its holdings.

94 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

CAPTRUST Financial Advisors held 8,430 shares of NEOS Russell 2000 High Income ETF worth $413K as of Q3 2026.
NEOS Russell 2000 High Income ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2381 holding.
94 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.