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
Q2 		$7.61K Hold
155
– – ﹤0.01% 892
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 $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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 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

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

Newbridge Financial Services Group held its NEOS Real Estate High Income ETF (IYRI) position steady in Q2 2026 at 155 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Newbridge Financial Services Group first reported a position in IYRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.48K in Q4 2025. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Newbridge Financial Services Group held 155 shares of NEOS Real Estate High Income ETF worth $7.61K as of Q2 2026.
  • Newbridge Financial Services Group left its NEOS Real Estate High Income ETF share count unchanged in Q2 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #892 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's NEOS Real Estate High Income ETF position peaked at $9.48K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

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