LPL Financial’s NEOS Real Estate High Income ETF IYRI Stock Holding History

LPL Financial’s Portfolio IYRI Stock Details IYRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$819K	Buy	+16,686	New	+$820K	﹤0.01%	4585

Other funds holding IYRI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

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

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

LPL Financial's IYRI Position: Q2 2026 in Review

LPL Financial opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 16,686 shares worth $819K. The stake represents ﹤0.01% of the portfolio and ranks #4585 among its holdings.

51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

LPL Financial held 16,686 shares of NEOS Real Estate High Income ETF worth $819K as of Q2 2026.
NEOS Real Estate High Income ETF was a new LPL Financial position in Q2 2026.
NEOS Real Estate High Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4585 holding.
51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.