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Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
IWMI4 quarters
Position history for Kestra Advisory Services, LLC's holdings in NEOS ETF TRUST
Yes. Kestra Advisory Services holds 23,077 shares of IWMI, worth $1.2M, as of its Q2 2026 13F filing. It increased the position by 2,436 shares (+11.8%) from Q1 2026. Kestra Advisory Services has held IWMI since Q3 2025, across 4 quarterly 13F filings.
Current Value
$1.2M
Current Shares
23,077
Total Value Change
+$938,502
Total Shares Change
+16,971
Quarter-by-Quarter History
Other major holders of IWMI: LPL Financial LLC, Farther Finance Advisors, LLC