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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 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
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return

Cascade Wealth Advisors's IYRI Position: Q1 2026 in Review

Cascade Wealth Advisors increased its NEOS Real Estate High Income ETF (IYRI) stake by 20% in Q1 2026, buying an estimated $1.04M and bringing the position to 127,879 shares worth $6.34M. The position accounts for 2.78% of the portfolio, ranked #17.

Cascade Wealth Advisors first reported a position in IYRI in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Cascade Wealth Advisors held 127,879 shares of NEOS Real Estate High Income ETF worth $6.34M as of Q1 2026.
  • Cascade Wealth Advisors bought 21,128 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $1.04M.
  • NEOS Real Estate High Income ETF made up 2.78% of Cascade Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Cascade Wealth Advisors first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.