Gradient Investments
IYRI icon

Gradient Investments’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Gradient Investments’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.45M Sell
164,764
-1,982
-1% -$96.9K 0.11% 164
2026
Q2 		$8.19M Buy
166,746
+3,827
+2% +$188K 0.11% 157
2026
Q1 		$7.7M Buy
162,919
+9,499
+6% +$467K 0.12% 159
2025
Q4 		$7.46M Buy
153,420
+2,843
+2% +$141K 0.12% 165
2025
Q3 		$7.61M Buy
+150,577
New +$7.59M 0.13% 154

Other funds holding IYRI

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gradient Investments's IYRI Position: Q3 2026 in Review

Gradient Investments reduced its NEOS Real Estate High Income ETF (IYRI) stake by 1.2% in Q3 2026, selling an estimated $96.9K and leaving 164,764 shares worth $7.45M. The position accounts for 0.11% of the portfolio, ranked #164.

Gradient Investments first reported a position in IYRI in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.19M in Q2 2026. 21 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • Gradient Investments held 164,764 shares of NEOS Real Estate High Income ETF worth $7.45M as of Q3 2026.
  • Gradient Investments sold 1,982 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $96.9K.
  • NEOS Real Estate High Income ETF made up 0.11% of Gradient Investments's portfolio in Q3 2026, its #164 holding.
  • Gradient Investments first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Gradient Investments's NEOS Real Estate High Income ETF position peaked at $8.19M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

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