CWAF
IYRI

Core Wealth Advisors (Florida)’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Core Wealth Advisors (Florida)’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 		$701K Buy
14,283
+5,895
+70% +$290K 0.14% 64
2026
Q1 		$397K Buy
+8,388
New +$413K 0.09% 79

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
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 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

Core Wealth Advisors (Florida)'s IYRI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its NEOS Real Estate High Income ETF (IYRI) stake by 70% in Q2 2026, buying an estimated $290K and bringing the position to 14,283 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #64.

Core Wealth Advisors (Florida) 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.

  • Core Wealth Advisors (Florida) held 14,283 shares of NEOS Real Estate High Income ETF worth $701K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 5,895 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $290K.
  • NEOS Real Estate High Income ETF made up 0.14% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #64 holding.
  • Core Wealth Advisors (Florida) 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 Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.