Planning Strategies Inc.’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Planning Strategies Inc.’s Portfolio IYRI Stock Details IYRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4K	Buy	+232	New	+$11.4K	0.01%	308

Other funds holding IYRI

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

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Planning Strategies Inc.'s IYRI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 232 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

20 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

Planning Strategies Inc. held 232 shares of NEOS Real Estate High Income ETF worth $11.4K as of Q2 2026.
NEOS Real Estate High Income ETF was a new Planning Strategies Inc. position in Q2 2026.
NEOS Real Estate High Income ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #308 holding.
20 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.