NFSG
NEHI

Newbridge Financial Services Group’s NEOS Ethereum High Income ETF NEHI Stock Holding History

Newbridge Financial Services Group’s Portfolio NEHI Stock Details NEHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$148K Buy
6,272
+1,139
+22% +$35.8K 0.02% 279
2026
Q1 		$169K Buy
5,133
+1,245
+32% +$48.3K 0.03% 236
2025
Q4 		$191K Buy
+3,888
New +$197K 0.03% 236

Other funds holding NEHI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Newbridge Financial Services Group increased its NEOS Ethereum High Income ETF (NEHI) stake by 22% in Q2 2026, buying an estimated $35.8K and bringing the position to 6,272 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #279.

Newbridge Financial Services Group first reported a position in NEHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $191K in Q4 2025. 7 funds tracked by Wall St. Rank hold NEHI as of Q2 2026.

  • Newbridge Financial Services Group held 6,272 shares of NEOS Ethereum High Income ETF worth $148K as of Q2 2026.
  • Newbridge Financial Services Group bought 1,139 NEOS Ethereum High Income ETF shares in Q2 2026, an estimated $35.8K.
  • NEOS Ethereum High Income ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #279 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Ethereum High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's NEOS Ethereum High Income ETF position peaked at $191K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held NEOS Ethereum High Income ETF as of Q2 2026.

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