TS Financial Group (TSFG)’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

TS Financial Group (TSFG)’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 Q2	$16K	Buy	+296	New	+$15.2K	﹤0.01%	542

Other funds holding IWMI

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Palacios Wealth Management Ormond Beach, Florida $169M AUM 38.93% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

TS Financial Group (TSFG)'s IWMI Position: Q2 2026 in Review

TS Financial Group (TSFG) opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q2 2026: 296 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

44 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

TS Financial Group (TSFG) held 296 shares of NEOS Russell 2000 High Income ETF worth $16K as of Q2 2026.
NEOS Russell 2000 High Income ETF was a new TS Financial Group (TSFG) position in Q2 2026.
NEOS Russell 2000 High Income ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #542 holding.
44 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.