PIWA
IYRI

Prevail Innovative Wealth Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Prevail Innovative Wealth Advisors’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 		$6.56M Buy
138,746
+110,663
+394% +$5.44M 1.1% 39
2025
Q4 		$1.36M Buy
+28,083
New +$1.39M 0.24% 133

Other funds holding IYRI

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
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
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors increased its NEOS Real Estate High Income ETF (IYRI) stake by 394% in Q1 2026, buying an estimated $5.44M and bringing the position to 138,746 shares worth $6.56M. The position accounts for 1.1% of the portfolio, ranked #39.

Prevail Innovative Wealth Advisors first reported a position in IYRI in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 138,746 shares of NEOS Real Estate High Income ETF worth $6.56M as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 110,663 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $5.44M.
  • NEOS Real Estate High Income ETF made up 1.1% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Prevail Innovative Wealth Advisors first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

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