Question 1

How many shares of IYRI does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

Accepted Answer

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC previously held 0 shares of IYRI (NEOS ETF TRUST) before exiting the position in 2026-Q2.

Question 2

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's IYRI position worth?

Accepted Answer

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's IYRI position was last reported at $0 in 2026-Q2 before the exit.

Question 3

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC buying or selling IYRI?

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited their IYRI position entirely (-100.0% change in shares).

Question 4

When did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first buy IYRI?

Accepted Answer

Based on available 13F filings, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first reported a position in IYRI in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$48.23	0
2026-Q1	Decreased	6,564	-34.9%	$213,993	0.0%	$45.20	0
2025-Q4	Increased	10,083	+17.2%	$323,273	0.0%	$45.21	27
2025-Q3	Decreased	8,603	-6.5%	$268,708	0.0%	$45.75	0
2025-Q2	New	9,203	-	$284,478	0.0%	$44.04	32
2025-Q1	Exited	0	-100.0%	$0	0.0%	$43.41	0
2024-Q4	Increased	8,295	+8.1%	$239,360	0.0%	—	25
2024-Q3	New	7,672	-	$228,710	0.0%	—	32

IYRI8 quarters

IYRI
8 quarters