PAG
IWMI

Private Advisor Group’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Private Advisor Group’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 		$5.06M Buy
94,467
+89,813
+1,930% +$4.61M 0.02% 622
2026
Q1 		$221K Buy
+4,654
New +$231K ﹤0.01% 2398

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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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
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

Private Advisor Group's IWMI Position: Q2 2026 in Review

Private Advisor Group increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 1,930% in Q2 2026, buying an estimated $4.61M and bringing the position to 94,467 shares worth $5.06M. The position accounts for 0.02% of the portfolio, ranked #622.

Private Advisor Group 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.

  • Private Advisor Group held 94,467 shares of NEOS Russell 2000 High Income ETF worth $5.06M as of Q2 2026.
  • Private Advisor Group bought 89,813 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $4.61M.
  • NEOS Russell 2000 High Income ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #622 holding.
  • Private Advisor Group 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.