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

Kestra Private Wealth 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	$778K	Buy	14,542 +1,616	+13%	+$83K	0.01%	1039
2026 Q1	$613K	Buy	12,926 +112	+0.9%	+$5.55K	0.01%	1098
2025 Q4	$624K	Buy	12,814 +108	+0.8%	+$5.29K	0.01%	1042
2025 Q3	$617K	Buy	12,706 +1,316	+12%	+$62.1K	0.01%	997
2025 Q2	$517K	Buy	11,390 +2,364	+26%	+$103K	0.01%	1022
2025 Q1	$394K	Buy	+9,026	New	+$431K	0.01%	1076

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 Private Wealth Services's IWMI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 13% in Q2 2026, buying an estimated $83K and bringing the position to 14,542 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #1039.

Kestra Private Wealth Services first reported a position in IWMI in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

Kestra Private Wealth Services held 14,542 shares of NEOS Russell 2000 High Income ETF worth $778K as of Q2 2026.
Kestra Private Wealth Services bought 1,616 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $83K.
NEOS Russell 2000 High Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1039 holding.
Kestra Private Wealth Services first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

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