CCIA
IYRI

Cherry Creek Investment Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Cherry Creek Investment 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 		$2.13M Buy
43,432
+2,520
+6% +$124K 0.84% 30
2026
Q1 		$1.93M Buy
+40,912
New +$2.01M 0.84% 32

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
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 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
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

Cherry Creek Investment Advisors's IYRI Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its NEOS Real Estate High Income ETF (IYRI) stake by 6.2% in Q2 2026, buying an estimated $124K and bringing the position to 43,432 shares worth $2.13M. The position accounts for 0.84% of the portfolio, ranked #30.

Cherry Creek Investment Advisors first reported a position in IYRI in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Cherry Creek Investment Advisors held 43,432 shares of NEOS Real Estate High Income ETF worth $2.13M as of Q2 2026.
  • Cherry Creek Investment Advisors bought 2,520 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $124K.
  • NEOS Real Estate High Income ETF made up 0.84% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Cherry Creek Investment Advisors first reported a position in NEOS Real Estate High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.