VA
IWMI

Valmark Advisers’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Valmark Advisers’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 		$829K Hold
15,485
– – 0.01% 397
2026
Q1 		$734K Buy
+15,485
New +$767K 0.01% 405

Other funds holding IWMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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 $249M AUM 10.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Valmark Advisers's IWMI Position: Q2 2026 in Review

Valmark Advisers held its NEOS Russell 2000 High Income ETF (IWMI) position steady in Q2 2026 at 15,485 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #397.

Valmark Advisers first reported a position in IWMI in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold IWMI as of Q2 2026.

  • Valmark Advisers held 15,485 shares of NEOS Russell 2000 High Income ETF worth $829K as of Q2 2026.
  • Valmark Advisers left its NEOS Russell 2000 High Income ETF share count unchanged in Q2 2026.
  • NEOS Russell 2000 High Income ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #397 holding.
  • Valmark Advisers first reported a position in NEOS Russell 2000 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.