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
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 $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $228M AUM 7.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Newbridge Financial Services Group's IWMI Position: Q1 2026 in Review

Newbridge Financial Services Group increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 8.8% in Q1 2026, buying an estimated $65.9K and bringing the position to 16,460 shares worth $780K. The position accounts for 0.13% of the portfolio, ranked #123.

Newbridge Financial Services Group first reported a position in IWMI in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Newbridge Financial Services Group held 16,460 shares of NEOS Russell 2000 High Income ETF worth $780K as of Q1 2026.
  • Newbridge Financial Services Group bought 1,331 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $65.9K.
  • NEOS Russell 2000 High Income ETF made up 0.13% of Newbridge Financial Services Group's portfolio in Q1 2026, its #123 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.