NFSG
IWMI

Newbridge Financial Services Group’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Newbridge Financial Services Group’s Portfolio IWMI Stock Details IWMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$984K Buy
18,391
+1,931
+12% +$99.2K 0.12% 129
2026
Q1 		$780K Buy
16,460
+1,331
+9% +$65.9K 0.13% 123
2025
Q4 		$736K Buy
15,129
+12,111
+401% +$593K 0.11% 129
2025
Q3 		$147K Buy
3,018
+1,290
+75% +$60.8K 0.02% 338
2025
Q2 		$78.5K Buy
1,728
+1,056
+157% +$46K 0.01% 417
2025
Q1 		$29.3K Buy
+672
New +$32.1K 0.01% 477

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's IWMI Position: Q2 2026 in Review

Newbridge Financial Services Group increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 12% in Q2 2026, buying an estimated $99.2K and bringing the position to 18,391 shares worth $984K. The position accounts for 0.12% of the portfolio, ranked #129.

Newbridge Financial Services Group first reported a position in IWMI in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Newbridge Financial Services Group held 18,391 shares of NEOS Russell 2000 High Income ETF worth $984K as of Q2 2026.
  • Newbridge Financial Services Group bought 1,931 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $99.2K.
  • NEOS Russell 2000 High Income ETF made up 0.12% of Newbridge Financial Services Group's portfolio in Q2 2026, its #129 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.