GWP
IWMI

Gateway Wealth Partners’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Gateway Wealth Partners’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 		$773K Sell
14,445
-3,747
-21% -$192K 0.05% 366
2026
Q1 		$862K Buy
18,192
+14,002
+334% +$694K 0.03% 408
2025
Q4 		$204K Buy
+4,190
New +$205K 0.02% 447

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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 $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gateway Wealth Partners's IWMI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 21% in Q2 2026, selling an estimated $192K and leaving 14,445 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #366.

Gateway Wealth Partners first reported a position in IWMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $862K in Q1 2026. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Gateway Wealth Partners held 14,445 shares of NEOS Russell 2000 High Income ETF worth $773K as of Q2 2026.
  • Gateway Wealth Partners sold 3,747 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $192K.
  • NEOS Russell 2000 High Income ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Gateway Wealth Partners first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's NEOS Russell 2000 High Income ETF position peaked at $862K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.