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
Q2 		$6.92M Buy
140,905
+2,159
+2% +$106K 1.03% 33
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 $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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors increased its NEOS Real Estate High Income ETF (IYRI) stake by 1.6% in Q2 2026, buying an estimated $106K and bringing the position to 140,905 shares worth $6.92M. The position accounts for 1.03% of the portfolio, ranked #33.

Prevail Innovative Wealth Advisors first reported a position in IYRI in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 140,905 shares of NEOS Real Estate High Income ETF worth $6.92M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 2,159 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $106K.
  • NEOS Real Estate High Income ETF made up 1.03% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Prevail Innovative Wealth Advisors first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

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