TCM
IWMI

Triumph Capital Management’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Triumph Capital Management’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 		$284 Hold
6
– – ﹤0.01% 1748
2025
Q4 		$292 Buy
+6
New +$294 ﹤0.01% 1698

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 $594M AUM 14.56% 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

Triumph Capital Management's IWMI Position: Q1 2026 in Review

Triumph Capital Management held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q1 2026 at 6 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Triumph Capital Management first reported a position in IWMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $292 in Q4 2025. 85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Triumph Capital Management held 6 shares of NEOS Russell 2000 High Income ETF worth $284 as of Q1 2026.
  • Triumph Capital Management left its NEOS Russell 2000 High Income ETF share count unchanged in Q1 2026.
  • NEOS Russell 2000 High Income ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1748 holding.
  • Triumph Capital Management first reported a position in NEOS Russell 2000 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's NEOS Russell 2000 High Income ETF position peaked at $292 in Q4 2025.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.