SBI Securities
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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% -$6.78K ﹤0.01% 1589
2026
Q1 		$23.5K Buy
+496
New +$24.4K ﹤0.01% 1396

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Cascade Wealth Advisors
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
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 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 $6.78K 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 $6.78K.
  • 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.