Moran Wealth Management
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Moran Wealth Management’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Moran Wealth Management’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 		$2.88M Buy
63,638
+15,502
+32% +$758K 0.08% 273
2026
Q2 		$2.36M Buy
48,136
+11,703
+32% +$575K 0.06% 300
2026
Q1 		$1.72M Buy
36,433
+27,027
+287% +$1.33M 0.05% 326
2025
Q4 		$457K Buy
+9,406
New +$466K 0.01% 406

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Moran Wealth Management's IYRI Position: Q3 2026 in Review

Moran Wealth Management increased its NEOS Real Estate High Income ETF (IYRI) stake by 32% in Q3 2026, buying an estimated $758K and bringing the position to 63,638 shares worth $2.88M. The position accounts for 0.08% of the portfolio, ranked #273.

Moran Wealth Management first reported a position in IYRI in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • Moran Wealth Management held 63,638 shares of NEOS Real Estate High Income ETF worth $2.88M as of Q3 2026.
  • Moran Wealth Management bought 15,502 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $758K.
  • NEOS Real Estate High Income ETF made up 0.08% of Moran Wealth Management's portfolio in Q3 2026, its #273 holding.
  • Moran Wealth Management first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.