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
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 $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $228M AUM 7.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Simplex Trading's IWMI Position: Q3 2025 in Review

Simplex Trading sold out of NEOS Russell 2000 High Income ETF (IWMI) in Q3 2025, closing a stake of 269 shares — an estimated $12K sold.

Simplex Trading first reported a position in IWMI in Q1 2025 and held it in 2 quarters. The position peaked at $77K in Q1 2025. 41 funds tracked by Wall St. Rank hold IWMI as of Q3 2025.

  • Simplex Trading reported no remaining NEOS Russell 2000 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 269 NEOS Russell 2000 High Income ETF shares in Q3 2025, an estimated $12K.
  • Simplex Trading first reported a position in NEOS Russell 2000 High Income ETF in Q1 2025 and held it in 2 quarters.
  • Simplex Trading's NEOS Russell 2000 High Income ETF position peaked at $77K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.