Cascade Wealth Advisors’s NEOS MSCI EAFE High Income ETF NIHI Stock Holding History

Cascade Wealth Advisors’s Portfolio NIHI Stock Details NIHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.76M	Sell	164,898 -5,343	-3%	-$273K	3.52%	12
2026 Q1	$8.78M	Buy	170,241 +21,188	+14%	+$1.08M	3.86%	10
2025 Q4	$7.75M	Buy	149,053 +133,916	+885%	+$6.72M	3.57%	10
2025 Q3	$759K	Buy	+15,137	New	+$753K	0.37%	31

Other funds holding NIHI

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

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

Cascade Wealth Advisors reduced its NEOS MSCI EAFE High Income ETF (NIHI) stake by 3.1% in Q2 2026, selling an estimated $273K and leaving 164,898 shares worth $8.76M. The position accounts for 3.52% of the portfolio, ranked #12.

Cascade Wealth Advisors first reported a position in NIHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.78M in Q1 2026. 35 funds tracked by Wall St. Rank hold NIHI as of Q2 2026.

Cascade Wealth Advisors held 164,898 shares of NEOS MSCI EAFE High Income ETF worth $8.76M as of Q2 2026.
Cascade Wealth Advisors sold 5,343 NEOS MSCI EAFE High Income ETF shares in Q2 2026, an estimated $273K.
NEOS MSCI EAFE High Income ETF made up 3.52% of Cascade Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Cascade Wealth Advisors first reported a position in NEOS MSCI EAFE High Income ETF in Q3 2025 and has held it in 4 quarters since.
Cascade Wealth Advisors's NEOS MSCI EAFE High Income ETF position peaked at $8.78M in Q1 2026.
35 funds tracked by Wall St. Rank held NEOS MSCI EAFE High Income ETF as of Q2 2026.

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