FFA
IYRI

Founders Financial Alliance’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Founders Financial Alliance’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
Q1 		$17.3K Buy
+366
New +$18K ﹤0.01% 587
2025
Q4 		– Sell
-118
Closed -$5.96K – 736
2025
Q3 		$5.96K Buy
+118
New +$5.95K ﹤0.01% 640

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 $228M AUM 7.97% 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
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Founders Financial Alliance opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q1 2026: 366 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in IYRI as recently as Q3 2025.

Founders Financial Alliance first reported a position in IYRI in Q3 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Founders Financial Alliance held 366 shares of NEOS Real Estate High Income ETF worth $17.3K as of Q1 2026.
  • NEOS Real Estate High Income ETF was a new Founders Financial Alliance position in Q1 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #587 holding.
  • Founders Financial Alliance first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

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