Question 1

How many shares of IYRI does AE Wealth Management LLC own?

Accepted Answer

AE Wealth Management LLC previously held 0 shares of IYRI (NEOS ETF TRUST) before exiting the position in 2025-Q4.

Question 2

What is AE Wealth Management LLC's IYRI position worth?

Accepted Answer

AE Wealth Management LLC's IYRI position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is AE Wealth Management LLC buying or selling IYRI?

Accepted Answer

In 2025-Q4, AE Wealth Management LLC exited their IYRI position entirely (-100.0% change in shares).

Question 4

When did AE Wealth Management LLC first buy IYRI?

Accepted Answer

Based on available 13F filings, AE Wealth Management 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
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$45.21	0
2025-Q3	Increased	30,109	+44.7%	$944,345	0.0%	$45.75	34
2025-Q2	Increased	20,812	+0.9%	$637,332	0.0%	$44.04	25
2025-Q1	Increased	20,627	+16.6%	$586,003	0.0%	$43.41	28
2024-Q4	Increased	17,685	+47.8%	$510,312	0.0%	—	33
2024-Q3	Increased	11,966	+5.5%	$356,704	0.0%	—	25

IYRIShowing 6 of 8 quarters

IYRI
Showing 6 of 8 quarters