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 Q3	$1.03M	Sell	21,102 -1,975	-9%	-$103K	﹤0.01%	1948
2026 Q2	$1.24M	Buy	23,077 +2,436	+12%	+$125K	﹤0.01%	1679
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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

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

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Kestra Advisory Services's IWMI Position: Q3 2026 in Review

Kestra Advisory Services reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 8.6% in Q3 2026, selling an estimated $103K and leaving 21,102 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Kestra Advisory Services first reported a position in IWMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q2 2026. 54 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

Kestra Advisory Services held 21,102 shares of NEOS Russell 2000 High Income ETF worth $1.03M as of Q3 2026.
Kestra Advisory Services sold 1,975 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $103K.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1948 holding.
Kestra Advisory Services first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 5 quarters since.
Kestra Advisory Services's NEOS Russell 2000 High Income ETF position peaked at $1.24M in Q2 2026.
54 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.