SS
IYRI

SBI Securities’s NEOS Real Estate High Income ETF IYRI Stock Holding History

SBI Securities’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 		$17.6K Sell
358
-138
-28% -$6.79K ﹤0.01% 1589
2026
Q1 		$23.5K Buy
+496
New +$24.4K ﹤0.01% 1396

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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

SBI Securities's IYRI Position: Q2 2026 in Review

SBI Securities reduced its NEOS Real Estate High Income ETF (IYRI) stake by 28% in Q2 2026, selling an estimated $6.79K and leaving 358 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

SBI Securities first reported a position in IYRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.5K in Q1 2026. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • SBI Securities held 358 shares of NEOS Real Estate High Income ETF worth $17.6K as of Q2 2026.
  • SBI Securities sold 138 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $6.79K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1589 holding.
  • SBI Securities first reported a position in NEOS Real Estate High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • SBI Securities's NEOS Real Estate High Income ETF position peaked at $23.5K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.