SF
IYRI

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
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

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return

Summit Financial's IYRI Position: Q1 2026 in Review

Summit Financial increased its NEOS Real Estate High Income ETF (IYRI) stake by 394% in Q1 2026, buying an estimated $866K and bringing the position to 22,077 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #763.

Summit Financial first reported a position in IYRI in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Summit Financial held 22,077 shares of NEOS Real Estate High Income ETF worth $1.04M as of Q1 2026.
  • Summit Financial bought 17,610 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $866K.
  • NEOS Real Estate High Income ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #763 holding.
  • Summit Financial first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.