BFC Planning, Inc.’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

BFC Planning, Inc.’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 Q2	$18K	Buy	336 +59	+21%	+$3.03K	﹤0.01%	2060
2026 Q1	$13.1K	Buy	277 +10	+4%	+$495	﹤0.01%	1909
2025 Q4	$13K	Buy	267 +9	+3%	+$441	﹤0.01%	1953
2025 Q3	$12.5K	Buy	+258	New	+$12.2K	﹤0.01%	1800

Other funds holding IWMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BFC Planning, Inc.'s IWMI Position: Q2 2026 in Review

BFC Planning, Inc. increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 21% in Q2 2026, buying an estimated $3.03K and bringing the position to 336 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

BFC Planning, Inc. first reported a position in IWMI in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

BFC Planning, Inc. held 336 shares of NEOS Russell 2000 High Income ETF worth $18K as of Q2 2026.
BFC Planning, Inc. bought 59 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $3.03K.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2060 holding.
BFC Planning, Inc. first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.