Foundations Investment Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Foundations Investment Advisors’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	$371K	Buy	+7,561	New	+$372K	﹤0.01%	877

Other funds holding IYRI

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

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

Foundations Investment Advisors's IYRI Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 7,561 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings.

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

Foundations Investment Advisors held 7,561 shares of NEOS Real Estate High Income ETF worth $371K as of Q2 2026.
NEOS Real Estate High Income ETF was a new Foundations Investment Advisors position in Q2 2026.
NEOS Real Estate High Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #877 holding.
51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.