Gradient Investments’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Gradient Investments’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	$8.86M	Buy	165,461 +1,255	+0.8%	+$64.5K	0.12%	155
2026 Q1	$7.78M	Buy	164,206 +853	+0.5%	+$42.3K	0.12%	156
2025 Q4	$7.95M	Buy	163,353 +439	+0.3%	+$21.5K	0.13%	159
2025 Q3	$7.91M	Buy	162,914 +1,525	+0.9%	+$71.9K	0.13%	150
2025 Q2	$7.33M	Buy	161,389 +18,558	+13%	+$808K	0.13%	152
2025 Q1	$6.23M	Buy	142,831 +12,285	+9%	+$587K	0.13%	152
2024 Q4	$6.39M	Buy	+130,546	New	+$6.75M	0.13%	142

Other funds holding IWMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Gradient Investments's IWMI Position: Q2 2026 in Review

Gradient Investments increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 0.76% in Q2 2026, buying an estimated $64.5K and bringing the position to 165,461 shares worth $8.86M. The position accounts for 0.12% of the portfolio, ranked #155.

Gradient Investments first reported a position in IWMI in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Gradient Investments held 165,461 shares of NEOS Russell 2000 High Income ETF worth $8.86M as of Q2 2026.
Gradient Investments bought 1,255 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $64.5K.
NEOS Russell 2000 High Income ETF made up 0.12% of Gradient Investments's portfolio in Q2 2026, its #155 holding.
Gradient Investments first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.