Envestnet Asset Management
IYRI

Envestnet Asset Management’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Envestnet Asset Management’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 		$334K Sell
6,794
-3,787
-36% -$186K ﹤0.01% 4362
2026
Q1 		$500K Buy
10,581
+793
+8% +$39K ﹤0.01% 3937
2025
Q4 		$476K Buy
9,788
+5,252
+116% +$260K ﹤0.01% 3737
2025
Q3 		$229K Buy
+4,536
New +$229K ﹤0.01% 4250

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

Envestnet Asset Management's IYRI Position: Q2 2026 in Review

Envestnet Asset Management reduced its NEOS Real Estate High Income ETF (IYRI) stake by 36% in Q2 2026, selling an estimated $186K and leaving 6,794 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #4362.

Envestnet Asset Management first reported a position in IYRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $500K in Q1 2026. 50 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Envestnet Asset Management held 6,794 shares of NEOS Real Estate High Income ETF worth $334K as of Q2 2026.
  • Envestnet Asset Management sold 3,787 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $186K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4362 holding.
  • Envestnet Asset Management first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's NEOS Real Estate High Income ETF position peaked at $500K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.