M
IYRI

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

MOTCO’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 		– Sell
-64
Closed -$3.03K – 912
2026
Q1 		$3.03K Buy
+64
New +$3.15K ﹤0.01% 515

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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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

MOTCO's IYRI Position: Q2 2026 in Review

MOTCO sold out of NEOS Real Estate High Income ETF (IYRI) in Q2 2026, closing a stake of 64 shares — an estimated $3.03K sold.

MOTCO first reported a position in IYRI in Q1 2026 and held it in 1 quarter. The position peaked at $3.03K in Q1 2026. 23 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • MOTCO reported no remaining NEOS Real Estate High Income ETF position as of Q2 2026 after selling out during the quarter.
  • MOTCO sold 64 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $3.03K.
  • MOTCO first reported a position in NEOS Real Estate High Income ETF in Q1 2026 and held it in 1 quarter.
  • MOTCO's NEOS Real Estate High Income ETF position peaked at $3.03K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.