Simplex Trading
IWMI

Simplex Trading’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Simplex Trading’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 		$93.4K Buy
+1,745
New +$89.6K ﹤0.01% 5630
2025
Q3 		– Sell
-269
Closed -$12K – 10296
2025
Q2 		$12K Sell
269
-1,512
-85% -$65.8K ﹤0.01% 7212
2025
Q1 		$77K Buy
+1,781
New +$85.1K ﹤0.01% 5350

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
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
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Simplex Trading's IWMI Position: Q2 2026 in Review

Simplex Trading opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 1,745 shares worth $93.4K. The stake represents ﹤0.01% of the portfolio and ranks #5630 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IWMI as recently as Q2 2025.

Simplex Trading first reported a position in IWMI in Q1 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Simplex Trading held 1,745 shares of NEOS Russell 2000 High Income ETF worth $93.4K as of Q2 2026.
  • NEOS Russell 2000 High Income ETF was a new Simplex Trading position in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5630 holding.
  • Simplex Trading first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.