MS
IYRI

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Madden Securities's IYRI Position: Q2 2026 in Review

Madden Securities reduced its NEOS Real Estate High Income ETF (IYRI) stake by 0.87% in Q2 2026, selling an estimated $43K and leaving 100,200 shares worth $4.92M. The position accounts for 1.37% of the portfolio, ranked #21.

Madden Securities first reported a position in IYRI in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Madden Securities held 100,200 shares of NEOS Real Estate High Income ETF worth $4.92M as of Q2 2026.
  • Madden Securities sold 875 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $43K.
  • NEOS Real Estate High Income ETF made up 1.37% of Madden Securities's portfolio in Q2 2026, its #21 holding.
  • Madden Securities first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.