Simplex Trading
IYRI icon

Simplex Trading’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Simplex Trading’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 		– Sell
-119
Closed -$5.63K – 10570
2026
Q1 		$5.63K Sell
119
-151
-56% -$7.43K ﹤0.01% 7807
2025
Q4 		$13.1K Sell
270
-30
-10% -$1.49K ﹤0.01% 6810
2025
Q3 		$15K Buy
+300
New +$15.1K ﹤0.01% 7613

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

Simplex Trading's IYRI Position: Q2 2026 in Review

Simplex Trading sold out of NEOS Real Estate High Income ETF (IYRI) in Q2 2026, closing a stake of 119 shares — an estimated $5.63K sold.

Simplex Trading first reported a position in IYRI in Q3 2025 and held it in 3 quarters. The position peaked at $15K in Q3 2025. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Simplex Trading reported no remaining NEOS Real Estate High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 119 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $5.63K.
  • Simplex Trading first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and held it in 3 quarters.
  • Simplex Trading's NEOS Real Estate High Income ETF position peaked at $15K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

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