KAS
IWMI

Kestra Advisory Services’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Kestra Advisory Services’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
Q1 		$978K Sell
20,641
-625
-3% -$31K ﹤0.01% 1749
2025
Q4 		$1.04M Buy
21,266
+15,160
+248% +$742K ﹤0.01% 1628
2025
Q3 		$297K Buy
+6,106
New +$288K ﹤0.01% 2455

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Kestra Advisory Services's IWMI Position: Q1 2026 in Review

Kestra Advisory Services reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 2.9% in Q1 2026, selling an estimated $31K and leaving 20,641 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Kestra Advisory Services first reported a position in IWMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Kestra Advisory Services held 20,641 shares of NEOS Russell 2000 High Income ETF worth $978K as of Q1 2026.
  • Kestra Advisory Services sold 625 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $31K.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1749 holding.
  • Kestra Advisory Services first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's NEOS Russell 2000 High Income ETF position peaked at $1.04M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.