NEOS Russell 2000 High Income ETF $IWMI Shares Sold by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC decreased its holdings in shares of NEOS Russell 2000 High Income ETF (BATS:IWMI) by 54.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,208 shares of the company’s stock after selling 11,083 shares during the quarter. Kingswood Wealth Advisors LLC owned approximately 0.21% of NEOS Russell 2000 High Income ETF worth $451,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of IWMI. Marshall & Sterling Wealth Advisors Inc. bought a new position in NEOS Russell 2000 High Income ETF in the 1st quarter valued at about $2,307,000. Farther Finance Advisors LLC boosted its position in shares of NEOS Russell 2000 High Income ETF by 13.1% in the third quarter. Farther Finance Advisors LLC now owns 131,481 shares of the company’s stock valued at $6,439,000 after acquiring an additional 15,198 shares during the period. Vima LLC bought a new stake in shares of NEOS Russell 2000 High Income ETF in the third quarter valued at about $713,000. FSA Advisors Inc. boosted its position in shares of NEOS Russell 2000 High Income ETF by 36.2% in the first quarter. FSA Advisors Inc. now owns 20,566 shares of the company’s stock valued at $975,000 after acquiring an additional 5,464 shares during the period. Finally, Sunbelt Securities Inc. increased its position in NEOS Russell 2000 High Income ETF by 40.3% during the first quarter. Sunbelt Securities Inc. now owns 9,956 shares of the company’s stock worth $472,000 after acquiring an additional 2,861 shares during the period.

NEOS Russell 2000 High Income ETF Trading Down 1.3%

Shares of IWMI opened at $48.89 on Friday. The firm’s 50 day moving average is $50.07 and its 200-day moving average is $50.79. NEOS Russell 2000 High Income ETF has a 12 month low of $45.64 and a 12 month high of $53.86. The stock has a market capitalization of $218.54 million and a PE ratio of 16.20.

NEOS Russell 2000 High Income ETF Company Profile

The NEOS Russell 2000 High Income ETF (IWMI) is an exchange-traded fund that mostly invests in small-cap stocks. The fund is an actively managed fund-of-fund that seeks to generate income by investing in constituents of the Russell 2000 Index while also employing a call option strategy. IWMI was launched on Jun 25, 2024 and is issued by Neos.