Summit Financial
IYRI icon

Summit Financial’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Summit Financial’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 		$1.27M Buy
25,944
+3,867
+18% +$190K 0.01% 764
2026
Q1 		$1.04M Buy
22,077
+17,610
+394% +$866K 0.01% 763
2025
Q4 		$217K Buy
+4,467
New +$221K ﹤0.01% 1219

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 $671M AUM 22.71% 1-Year Est. Return
CWA
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
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial's IYRI Position: Q2 2026 in Review

Summit Financial increased its NEOS Real Estate High Income ETF (IYRI) stake by 18% in Q2 2026, buying an estimated $190K and bringing the position to 25,944 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #764.

Summit Financial first reported a position in IYRI in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Summit Financial held 25,944 shares of NEOS Real Estate High Income ETF worth $1.27M as of Q2 2026.
  • Summit Financial bought 3,867 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $190K.
  • NEOS Real Estate High Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #764 holding.
  • Summit Financial first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.