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Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC
IWMI2 quarters
Position history for Steward Partners Investment Advisory, LLC's holdings in NEOS ETF TRUST
Yes. Steward Partners Investment Advisory holds 23,613 shares of IWMI, worth $1.3M, as of its Q2 2026 13F filing. It increased the position by 7,691 shares (+48.3%) from Q1 2026. Steward Partners Investment Advisory has held IWMI since Q1 2026, across 2 quarterly 13F filings.
Current Value
$1.3M
Current Shares
23,613
Total Value Change
+$509,065
Total Shares Change
+7,691
Quarter-by-Quarter History
Other major holders of IWMI: LPL Financial LLC, Farther Finance Advisors, LLC