SS
IWMI

Sunbelt Securities’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Sunbelt Securities’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
2026
Q1 		$472K Buy
9,956
+2,861
+40% +$142K 0.03% 420
2025
Q4 		$345K Buy
7,095
+781
+12% +$38.2K 0.02% 495
2025
Q3 		$307K Buy
+6,314
New +$298K 0.02% 524

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PWM
Palacios Wealth Management Ormond Beach, Florida $160M AUM 37.98% 1-Year Est. Return

Sunbelt Securities's IWMI Position: Q1 2026 in Review

Sunbelt Securities increased its NEOS Russell 2000 High Income ETF (IWMI) stake by 40% in Q1 2026, buying an estimated $142K and bringing the position to 9,956 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #420.

Sunbelt Securities first reported a position in IWMI in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Sunbelt Securities held 9,956 shares of NEOS Russell 2000 High Income ETF worth $472K as of Q1 2026.
  • Sunbelt Securities bought 2,861 NEOS Russell 2000 High Income ETF shares in Q1 2026, an estimated $142K.
  • NEOS Russell 2000 High Income ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #420 holding.
  • Sunbelt Securities first reported a position in NEOS Russell 2000 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.