Madden Securities’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Madden Securities’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 Q3	$3.83M	Sell	84,746 -15,454	-15%	-$755K	1.01%	28
2026 Q2	$4.92M	Sell	100,200 -875	-0.9%	-$43K	1.37%	21
2026 Q1	$4.78M	Buy	101,075 +2,415	+2%	+$119K	1.44%	22
2025 Q4	$4.79M	Buy	98,660 +7,530	+8%	+$373K	1.46%	22
2025 Q3	$4.61M	Buy	91,130 +13,295	+17%	+$670K	1.41%	22
2025 Q2	$3.89M	Buy	+77,835	New	+$3.86M	1.31%	25

Other funds holding IYRI

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Madden Securities's IYRI Position: Q3 2026 in Review

Madden Securities reduced its NEOS Real Estate High Income ETF (IYRI) stake by 15% in Q3 2026, selling an estimated $755K and leaving 84,746 shares worth $3.83M. The position accounts for 1.01% of the portfolio, ranked #28.

Madden Securities first reported a position in IYRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.92M in Q2 2026. 24 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

Madden Securities held 84,746 shares of NEOS Real Estate High Income ETF worth $3.83M as of Q3 2026.
Madden Securities sold 15,454 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $755K.
NEOS Real Estate High Income ETF made up 1.01% of Madden Securities's portfolio in Q3 2026, its #28 holding.
Madden Securities first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 6 quarters since.
Madden Securities's NEOS Real Estate High Income ETF position peaked at $4.92M in Q2 2026.
24 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on Madden Securities's 13F filing for Q3 2026, filed 27 Oct 2026.