DADC
IYRI

D.A. Davidson & Co’s NEOS Real Estate High Income ETF IYRI Stock Holding History

D.A. Davidson & Co’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 		$502K Buy
+10,218
New +$502K ﹤0.01% 1209

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
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

D.A. Davidson & Co's IYRI Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 10,218 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings.

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

  • D.A. Davidson & Co held 10,218 shares of NEOS Real Estate High Income ETF worth $502K as of Q2 2026.
  • NEOS Real Estate High Income ETF was a new D.A. Davidson & Co position in Q2 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1209 holding.
  • 18 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.