CA
IYRI

CoreCap Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

CoreCap 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 		$39.3K Hold
800
– – ﹤0.01% 1506
2026
Q1 		$37.8K Hold
800
– – ﹤0.01% 1428
2025
Q4 		$38.9K Hold
800
– – ﹤0.01% 1425
2025
Q3 		$40.4K Buy
800
+600
+300% +$30.2K ﹤0.01% 1406
2025
Q2 		$10K Buy
+200
New +$9.91K ﹤0.01% 1870

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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors's IYRI Position: Q2 2026 in Review

CoreCap Advisors held its NEOS Real Estate High Income ETF (IYRI) position steady in Q2 2026 at 800 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

CoreCap Advisors first reported a position in IYRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.4K in Q3 2025. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • CoreCap Advisors held 800 shares of NEOS Real Estate High Income ETF worth $39.3K as of Q2 2026.
  • CoreCap Advisors left its NEOS Real Estate High Income ETF share count unchanged in Q2 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1506 holding.
  • CoreCap Advisors first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • CoreCap Advisors's NEOS Real Estate High Income ETF position peaked at $40.4K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.