FFA
IWMI

Founders Financial Alliance’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Founders Financial Alliance’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 		$53K Buy
+1,117
New +$55.3K 0.01% 510
2025
Q4 		– Sell
-202
Closed -$9.81K – 733
2025
Q3 		$9.81K Buy
+202
New +$9.53K ﹤0.01% 608

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
GI
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
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 $671M AUM 22.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
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

Founders Financial Alliance's IWMI Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 1,117 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in IWMI as recently as Q3 2025.

Founders Financial Alliance first reported a position in IWMI in Q3 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Founders Financial Alliance held 1,117 shares of NEOS Russell 2000 High Income ETF worth $53K as of Q1 2026.
  • NEOS Russell 2000 High Income ETF was a new Founders Financial Alliance position in Q1 2026.
  • NEOS Russell 2000 High Income ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #510 holding.
  • Founders Financial Alliance first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.