SWM
IWMI

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
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

PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

SeaCrest Wealth Management's IWMI Position: Q2 2026 in Review

SeaCrest Wealth Management increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 32% in Q2 2026, buying an estimated $180K and bringing the position to 14,500 shares worth $776K. The position accounts for 0.09% of the portfolio, ranked #202.

SeaCrest Wealth Management first reported a position in IWMI in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • SeaCrest Wealth Management held 14,500 shares of NEOS Russell 2000 High Income ETF worth $776K as of Q2 2026.
  • SeaCrest Wealth Management bought 3,500 NEOS Russell 2000 High Income ETF shares in Q2 2026, an estimated $180K.
  • NEOS Russell 2000 High Income ETF made up 0.09% of SeaCrest Wealth Management's portfolio in Q2 2026, its #202 holding.
  • SeaCrest Wealth Management first reported a position in NEOS Russell 2000 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.