Carson Wealth (CWM LLC)
IYRI

Carson Wealth (CWM LLC)’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
2,813
+4
+0.1% +$197 ﹤0.01% 3039
2025
Q4 		$137K Buy
2,809
+2,194
+357% +$109K ﹤0.01% 2843
2025
Q3 		$31K Buy
615
+171
+39% +$8.62K ﹤0.01% 3873
2025
Q2 		$22K Buy
+444
New +$22K ﹤0.01% 3863

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IYRI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Real Estate High Income ETF (IYRI) stake by 0.14% in Q1 2026, buying an estimated $197 and bringing the position to 2,813 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Carson Wealth (CWM LLC) first reported a position in IYRI in Q2 2025 and has held it in 4 quarters since. The position peaked at $137K in Q4 2025. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,813 shares of NEOS Real Estate High Income ETF worth $133K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $197.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3039 holding.
  • Carson Wealth (CWM LLC) first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s NEOS Real Estate High Income ETF position peaked at $137K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.