PIWA
IWMI

Prevail Innovative Wealth Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Prevail Innovative Wealth Advisors’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 		$4.41M Buy
+93,070
New +$4.61M 0.74% 56

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 $10.6B AUM 19.99% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IWMI Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 93,070 shares worth $4.41M. The stake represents 0.74% of the portfolio and ranks #56 among its holdings.

85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 93,070 shares of NEOS Russell 2000 High Income ETF worth $4.41M as of Q1 2026.
  • NEOS Russell 2000 High Income ETF was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • NEOS Russell 2000 High Income ETF made up 0.74% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.