Commonwealth Equity Services

Commonwealth Equity Services’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Commonwealth Equity Services’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	$234K	Buy	+4,758	New	+$234K	﹤0.01%	4003

Other funds holding IYRI

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Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Commonwealth Equity Services's IYRI Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 4,758 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #4003 among its holdings.

21 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

Commonwealth Equity Services held 4,758 shares of NEOS Real Estate High Income ETF worth $234K as of Q2 2026.
NEOS Real Estate High Income ETF was a new Commonwealth Equity Services position in Q2 2026.
NEOS Real Estate High Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4003 holding.
21 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.