FMP
IYRI

Financial Management Professionals’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Financial Management Professionals’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 		$10.1K Buy
206
+15
+8% +$738 ﹤0.01% 588
2026
Q1 		$9.03K Buy
191
+8
+4% +$394 ﹤0.01% 550
2025
Q4 		$8.89K Buy
+183
New +$9.07K ﹤0.01% 553

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

Financial Management Professionals's IYRI Position: Q2 2026 in Review

Financial Management Professionals increased its NEOS Real Estate High Income ETF (IYRI) stake by 7.9% in Q2 2026, buying an estimated $738 and bringing the position to 206 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Financial Management Professionals first reported a position in IYRI in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Financial Management Professionals held 206 shares of NEOS Real Estate High Income ETF worth $10.1K as of Q2 2026.
  • Financial Management Professionals bought 15 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $738.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #588 holding.
  • Financial Management Professionals first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.