Certified Advisory Corp’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Certified Advisory Corp’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	$218K	Buy	+4,456	New	+$232K	0.02%	309

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

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

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

Palacios Wealth Management Ormond Beach, Florida $188M AUM 33.2% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Certified Advisory Corp's IWMI Position: Q3 2026 in Review

Certified Advisory Corp opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026: 4,456 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #309 among its holdings.

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

Certified Advisory Corp held 4,456 shares of NEOS Russell 2000 High Income ETF worth $218K as of Q3 2026.
NEOS Russell 2000 High Income ETF was a new Certified Advisory Corp position in Q3 2026.
NEOS Russell 2000 High Income ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #309 holding.
81 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.