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 Q3	$7.83M	Sell	159,917 -5,544	-3%	-$288K	0.11%	160
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 $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

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

Palacios Wealth Management Ormond Beach, Florida $188M AUM 33.2% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Gradient Investments's IWMI Position: Q3 2026 in Review

Gradient Investments reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 3.4% in Q3 2026, selling an estimated $288K and leaving 159,917 shares worth $7.83M. The position accounts for 0.11% of the portfolio, ranked #160.

Gradient Investments first reported a position in IWMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.86M in Q2 2026. 64 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

Gradient Investments held 159,917 shares of NEOS Russell 2000 High Income ETF worth $7.83M as of Q3 2026.
Gradient Investments sold 5,544 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $288K.
NEOS Russell 2000 High Income ETF made up 0.11% of Gradient Investments's portfolio in Q3 2026, its #160 holding.
Gradient Investments first reported a position in NEOS Russell 2000 High Income ETF in Q4 2024 and has held it in 8 quarters since.
Gradient Investments's NEOS Russell 2000 High Income ETF position peaked at $8.86M in Q2 2026.
64 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.