BOLTON SECURITIES CORPORATION’s NEOS Real Estate High Income ETF IYRI Stock Holding History

BOLTON SECURITIES CORPORATION’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	$490K	Buy	+9,970	New	+$490K	0.02%	611

Other funds holding IYRI

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

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

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

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

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IYRI Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 9,970 shares worth $490K. The stake represents 0.02% of the portfolio and ranks #611 among its holdings.

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

BOLTON SECURITIES CORPORATION held 9,970 shares of NEOS Real Estate High Income ETF worth $490K as of Q2 2026.
NEOS Real Estate High Income ETF was a new BOLTON SECURITIES CORPORATION position in Q2 2026.
NEOS Real Estate High Income ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #611 holding.
52 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.