CWA
IYRI

Cascade Wealth Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Cascade Wealth Advisors’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
Q2 		$5.3M Sell
106,514
-21,365
-17% -$1.05M 2.13% 20
2026
Q1 		$6.34M Buy
127,879
+21,128
+20% +$1.04M 2.78% 17
2025
Q4 		$5.21M Buy
106,751
+94,186
+750% +$4.67M 2.4% 18
2025
Q3 		$625K Buy
+12,565
New +$633K 0.31% 34

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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cascade Wealth Advisors's IYRI Position: Q2 2026 in Review

Cascade Wealth Advisors reduced its NEOS Real Estate High Income ETF (IYRI) stake by 17% in Q2 2026, selling an estimated $1.05M and leaving 106,514 shares worth $5.3M. The position accounts for 2.13% of the portfolio, ranked #20.

Cascade Wealth Advisors first reported a position in IYRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.34M in Q1 2026. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Cascade Wealth Advisors held 106,514 shares of NEOS Real Estate High Income ETF worth $5.3M as of Q2 2026.
  • Cascade Wealth Advisors sold 21,365 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $1.05M.
  • NEOS Real Estate High Income ETF made up 2.13% of Cascade Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Cascade Wealth Advisors first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Cascade Wealth Advisors's NEOS Real Estate High Income ETF position peaked at $6.34M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.