PWM
IYRI

Prosperity Wealth Management’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$641K Buy
13,196
+1,396
+12% +$69.2K 0.21% 103
2025
Q3 		$596K Buy
11,800
+5,563
+89% +$280K 0.2% 112
2025
Q2 		$312K Buy
+6,237
New +$309K 0.12% 169

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $177M AUM 20.78% 1-Year Est. Return

Prosperity Wealth Management's IYRI Position: Q4 2025 in Review

Prosperity Wealth Management increased its NEOS Real Estate High Income ETF (IYRI) stake by 12% in Q4 2025, buying an estimated $69.2K and bringing the position to 13,196 shares worth $641K. The position accounts for 0.21% of the portfolio, ranked #103.

Prosperity Wealth Management first reported a position in IYRI in Q2 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold IYRI as of Q4 2025.

  • Prosperity Wealth Management held 13,196 shares of NEOS Real Estate High Income ETF worth $641K as of Q4 2025.
  • Prosperity Wealth Management bought 1,396 NEOS Real Estate High Income ETF shares in Q4 2025, an estimated $69.2K.
  • NEOS Real Estate High Income ETF made up 0.21% of Prosperity Wealth Management's portfolio in Q4 2025, its #103 holding.
  • Prosperity Wealth Management first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.