NEPWA
IYRI

New England Private Wealth Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

New England Private Wealth Advisors’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 		$3.28M Buy
+65,420
New +$3.22M 0.32% 67

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
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 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
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

New England Private Wealth Advisors's IYRI Position: Q2 2026 in Review

New England Private Wealth Advisors opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 65,420 shares worth $3.28M. The stake represents 0.32% of the portfolio and ranks #67 among its holdings.

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

  • New England Private Wealth Advisors held 65,420 shares of NEOS Real Estate High Income ETF worth $3.28M as of Q2 2026.
  • NEOS Real Estate High Income ETF was a new New England Private Wealth Advisors position in Q2 2026.
  • NEOS Real Estate High Income ETF made up 0.32% of New England Private Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • 44 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.