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
Q2 		$9.38M Buy
175,355
+82,285
+88% +$4.23M 1.4% 17
2026
Q1 		$4.41M Buy
+93,070
New +$4.61M 0.74% 56

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IWMI Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 88% in Q2 2026, buying an estimated $4.23M and bringing the position to 175,355 shares worth $9.38M. The position accounts for 1.4% of the portfolio, ranked #17.

Prevail Innovative Wealth Advisors first reported a position in IWMI in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 175,355 shares of NEOS Russell 2000 High Income ETF worth $9.38M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 82,285 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $4.23M.
  • NEOS Russell 2000 High Income ETF made up 1.4% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Prevail Innovative Wealth Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.