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 Q3	$729K	Buy	16,132 +15	+0.1%	+$733	0.15%	129
2026 Q2	$792K	Sell	16,117 -80	-0.5%	-$3.93K	0.17%	119
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

High Net Worth Advisory Group's IYRI Position: Q3 2026 in Review

High Net Worth Advisory Group increased its NEOS Real Estate High Income ETF (IYRI) stake by 0.09% in Q3 2026, buying an estimated $733 and bringing the position to 16,132 shares worth $729K. The position accounts for 0.15% of the portfolio, ranked #129.

High Net Worth Advisory Group first reported a position in IYRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $988K in Q3 2025. 45 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

High Net Worth Advisory Group held 16,132 shares of NEOS Real Estate High Income ETF worth $729K as of Q3 2026.
High Net Worth Advisory Group bought 15 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $733.
NEOS Real Estate High Income ETF made up 0.15% of High Net Worth Advisory Group's portfolio in Q3 2026, its #129 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 6 quarters since.
High Net Worth Advisory Group's NEOS Real Estate High Income ETF position peaked at $988K in Q3 2025.
45 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.