NFSG
IYRI

Newbridge Financial Services Group’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Newbridge Financial Services Group’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
Q1 		$7.33K Sell
155
-40
-21% -$1.97K ﹤0.01% 845
2025
Q4 		$9.48K Buy
+195
New +$9.67K ﹤0.01% 791

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 $594M AUM 14.56% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $230M AUM 28.91% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its NEOS Real Estate High Income ETF (IYRI) stake by 21% in Q1 2026, selling an estimated $1.97K and leaving 155 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Newbridge Financial Services Group first reported a position in IYRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.48K in Q4 2025. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Newbridge Financial Services Group held 155 shares of NEOS Real Estate High Income ETF worth $7.33K as of Q1 2026.
  • Newbridge Financial Services Group sold 40 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $1.97K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #845 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Newbridge Financial Services Group's NEOS Real Estate High Income ETF position peaked at $9.48K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

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