Envestnet Asset Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Envestnet Asset Management’s Portfolio IWMI Stock Details IWMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$543K	Buy	+11,447	New	+$567K	﹤0.01%	3878
2025 Q4	–	Sell	-5,832	Closed	-$283K	–	4701
2025 Q3	$283K	Sell	5,832 -4,951	-46%	-$233K	﹤0.01%	4117
2025 Q2	$490K	Buy	+10,783	New	+$470K	﹤0.01%	3700

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Envestnet Asset Management's IWMI Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 11,447 shares worth $543K. The stake represents ﹤0.01% of the portfolio and ranks #3878 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in IWMI as recently as Q3 2025.

Envestnet Asset Management first reported a position in IWMI in Q2 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Envestnet Asset Management held 11,447 shares of NEOS Russell 2000 High Income ETF worth $543K as of Q1 2026.
NEOS Russell 2000 High Income ETF was a new Envestnet Asset Management position in Q1 2026.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3878 holding.
Envestnet Asset Management first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.