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
Q1 		$734K Buy
+15,485
New +$767K 0.01% 405

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

Valmark Advisers's IWMI Position: Q1 2026 in Review

Valmark Advisers opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q1 2026: 15,485 shares worth $734K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings.

85 funds tracked by Wall St. Rank hold IWMI as of Q1 2026.

  • Valmark Advisers held 15,485 shares of NEOS Russell 2000 High Income ETF worth $734K as of Q1 2026.
  • NEOS Russell 2000 High Income ETF was a new Valmark Advisers position in Q1 2026.
  • NEOS Russell 2000 High Income ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #405 holding.
  • 85 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.