GWSA
IWMI

Global Wealth Strategies & Associates’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-29
Closed -$1.38K – 513
2026
Q1 		$1.38K Sell
29
-1
-3% -$50 ﹤0.01% 454
2025
Q4 		$1.46K Buy
+30
New +$1.47K ﹤0.01% 456

Other funds holding IWMI

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

Global Wealth Strategies & Associates's IWMI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026, closing a stake of 29 shares — an estimated $1.38K sold.

Global Wealth Strategies & Associates first reported a position in IWMI in Q4 2025 and held it in 2 quarters. The position peaked at $1.46K in Q4 2025. 45 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining NEOS Russell 2000 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 29 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $1.38K.
  • Global Wealth Strategies & Associates first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's NEOS Russell 2000 High Income ETF position peaked at $1.46K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.