Cetera Investment Advisers
IWMI

Cetera Investment Advisers’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Cetera Investment Advisers’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
Q2 		$254K Hold
4,742
– – ﹤0.01% 4298
2026
Q1 		$225K Hold
4,742
– – ﹤0.01% 4207
2025
Q4 		$231K Buy
+4,742
New +$232K ﹤0.01% 4137

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's IWMI Position: Q2 2026 in Review

Cetera Investment Advisers held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q2 2026 at 4,742 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #4298.

Cetera Investment Advisers first reported a position in IWMI in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Cetera Investment Advisers held 4,742 shares of NEOS Russell 2000 High Income ETF worth $254K as of Q2 2026.
  • Cetera Investment Advisers left its NEOS Russell 2000 High Income ETF share count unchanged in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4298 holding.
  • Cetera Investment Advisers first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.