Financial Management Professionals
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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
Q3 		$9.9K Buy
218
+12
+6% +$587 ﹤0.01% 586
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Financial Management Professionals's IYRI Position: Q3 2026 in Review

Financial Management Professionals increased its NEOS Real Estate High Income ETF (IYRI) stake by 5.8% in Q3 2026, buying an estimated $587 and bringing the position to 218 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Financial Management Professionals first reported a position in IYRI in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q2 2026. 33 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • Financial Management Professionals held 218 shares of NEOS Real Estate High Income ETF worth $9.9K as of Q3 2026.
  • Financial Management Professionals bought 12 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $587.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #586 holding.
  • Financial Management Professionals first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Financial Management Professionals's NEOS Real Estate High Income ETF position peaked at $10.1K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.