LFG Wealth Partners’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

LFG Wealth Partners’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	$3.01M	Buy	+61,448	New	+$3.2M	1.25%	21

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

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

LFG Wealth Partners's IWMI Position: Q3 2026 in Review

LFG Wealth Partners opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026: 61,448 shares worth $3.01M. The stake represents 1.25% of the portfolio and ranks #21 among its holdings.

51 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

LFG Wealth Partners held 61,448 shares of NEOS Russell 2000 High Income ETF worth $3.01M as of Q3 2026.
NEOS Russell 2000 High Income ETF was a new LFG Wealth Partners position in Q3 2026.
NEOS Russell 2000 High Income ETF made up 1.25% of LFG Wealth Partners's portfolio in Q3 2026, its #21 holding.
51 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.