Kingswood Wealth Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Kingswood Wealth Advisors’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	$563K	Buy	+11,873	New	+$588K	0.03%	520

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

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 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 $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Kingswood Wealth Advisors's IWMI Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 11,873 shares worth $563K. The stake represents 0.03% of the portfolio and ranks #520 among its holdings.

85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

Kingswood Wealth Advisors held 11,873 shares of NEOS Russell 2000 High Income ETF worth $563K as of Q1 2026.
NEOS Russell 2000 High Income ETF was a new Kingswood Wealth Advisors position in Q1 2026.
NEOS Russell 2000 High Income ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #520 holding.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.