PSI Advisors’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

PSI 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 Q1	$241K	Buy	5,082 +826	+19%	+$40.9K	0.06%	135
2025 Q4	$207K	Sell	4,256 -375	-8%	-$18.4K	0.05%	116
2025 Q3	$225K	Buy	+4,631	New	+$218K	0.06%	126

Other funds holding IWMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PWM

Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

PSI Advisors's IWMI Position: Q1 2026 in Review

PSI Advisors increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 19% in Q1 2026, buying an estimated $40.9K and bringing the position to 5,082 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #135.

PSI Advisors first reported a position in IWMI in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

PSI Advisors held 5,082 shares of NEOS Russell 2000 High Income ETF worth $241K as of Q1 2026.
PSI Advisors bought 826 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $40.9K.
NEOS Russell 2000 High Income ETF made up 0.06% of PSI Advisors's portfolio in Q1 2026, its #135 holding.
PSI Advisors first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.