Simplex Trading
IYRI

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplex Trading's IYRI Position: Q1 2026 in Review

Simplex Trading reduced its NEOS Real Estate High Income ETF (IYRI) stake by 56% in Q1 2026, selling an estimated $7.43K and leaving 119 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #7807.

Simplex Trading first reported a position in IYRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $15K in Q3 2025. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Simplex Trading held 119 shares of NEOS Real Estate High Income ETF worth $5.63K as of Q1 2026.
  • Simplex Trading sold 151 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $7.43K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7807 holding.
  • Simplex Trading first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Simplex Trading's NEOS Real Estate High Income ETF position peaked at $15K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.