Vima LLC’s NEOS Russell 2000 High Income ETF IWMI Stock Holding History

Vima LLC’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 Q3	$713K	Buy	+14,562	New	+$757K	0.73%	38

Other funds holding IWMI

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Vima LLC's IWMI Position: Q3 2026 in Review

Vima LLC opened a new position in NEOS Russell 2000 High Income ETF (IWMI) in Q3 2026: 14,562 shares worth $713K. The stake represents 0.73% of the portfolio and ranks #38 among its holdings.

28 funds tracked by Wall St. Rank hold IWMI as of Q3 2026.

Vima LLC held 14,562 shares of NEOS Russell 2000 High Income ETF worth $713K as of Q3 2026.
NEOS Russell 2000 High Income ETF was a new Vima LLC position in Q3 2026.
NEOS Russell 2000 High Income ETF made up 0.73% of Vima LLC's portfolio in Q3 2026, its #38 holding.
28 funds tracked by Wall St. Rank held NEOS Russell 2000 High Income ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.