HNWAG
IYRI

High Net Worth Advisory Group’s NEOS Real Estate High Income ETF IYRI Stock Holding History

High Net Worth Advisory Group’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
Q2 		$792K Sell
16,117
-80
-0.5% -$3.93K 0.17% 118
2026
Q1 		$766K Buy
16,197
+398
+3% +$19.6K 0.18% 115
2025
Q4 		$768K Sell
15,799
-3,743
-19% -$186K 0.18% 113
2025
Q3 		$988K Buy
19,542
+7,042
+56% +$355K 0.24% 94
2025
Q2 		$625K Buy
+12,500
New +$619K 0.17% 113

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

High Net Worth Advisory Group's IYRI Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its NEOS Real Estate High Income ETF (IYRI) stake by 0.49% in Q2 2026, selling an estimated $3.93K and leaving 16,117 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #118.

High Net Worth Advisory Group first reported a position in IYRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $988K in Q3 2025. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • High Net Worth Advisory Group held 16,117 shares of NEOS Real Estate High Income ETF worth $792K as of Q2 2026.
  • High Net Worth Advisory Group sold 80 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $3.93K.
  • NEOS Real Estate High Income ETF made up 0.17% of High Net Worth Advisory Group's portfolio in Q2 2026, its #118 holding.
  • High Net Worth Advisory Group first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • High Net Worth Advisory Group's NEOS Real Estate High Income ETF position peaked at $988K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.