SeaCrest Wealth Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

SeaCrest Wealth Management’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 Q3	$613K	Sell	12,525 -1,975	-14%	-$103K	0.07%	233
2026 Q2	$776K	Buy	14,500 +3,500	+32%	+$180K	0.09%	202
2026 Q1	$521K	Buy	11,000 +2,250	+26%	+$111K	0.06%	314
2025 Q4	$437K	Sell	8,750 -150	-2%	-$7.34K	0.04%	355
2025 Q3	$439K	Buy	8,900 +500	+6%	+$23.6K	0.05%	344
2025 Q2	$382K	Buy	+8,400	New	+$366K	0.04%	390

Other funds holding IWMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Palacios Wealth Management Ormond Beach, Florida $188M AUM 33.2% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

SeaCrest Wealth Management's IWMI Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its NEOS Russell 2000 High Income ETF (IWMI) stake by 14% in Q3 2026, selling an estimated $103K and leaving 12,525 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #233.

SeaCrest Wealth Management first reported a position in IWMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $776K in Q2 2026. 83 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

SeaCrest Wealth Management held 12,525 shares of NEOS Russell 2000 High Income ETF worth $613K as of Q3 2026.
SeaCrest Wealth Management sold 1,975 NEOS Russell 2000 High Income ETF shares in Q3 2026, an estimated $103K.
NEOS Russell 2000 High Income ETF made up 0.07% of SeaCrest Wealth Management's portfolio in Q3 2026, its #233 holding.
SeaCrest Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 6 quarters since.
SeaCrest Wealth Management's NEOS Russell 2000 High Income ETF position peaked at $776K in Q2 2026.
83 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.