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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWA

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kestra Advisory Services's IWMI Position: Q2 2026 in Review

Kestra Advisory Services increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 23,077 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Kestra Advisory Services first reported a position in IWMI in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Kestra Advisory Services held 23,077 shares of NEOS Russell 2000 High Income ETF worth $1.24M as of Q2 2026.
Kestra Advisory Services bought 2,436 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $125K.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1679 holding.
Kestra Advisory Services first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 4 quarters since.
111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.