11,083 NEOS Russell 2000 High Income ETF $IWMI Shares Sold by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC reduced its holdings in shares of NEOS Russell 2000 High Income ETF (BATS:IWMI) by 54.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 9,208 shares of the company’s stock after selling 11,083 shares during the period. Kingswood Wealth Advisors LLC’s holdings in NEOS Russell 2000 High Income ETF were worth $451,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. SBI Securities Co. Ltd. grew its holdings in shares of NEOS Russell 2000 High Income ETF by 99.2% during the 3rd quarter. SBI Securities Co. Ltd. now owns 530 shares of the company’s stock valued at $26,000 after purchasing an additional 264 shares during the last quarter. Pension & Wealth Management Advisors Inc. acquired a new position in NEOS Russell 2000 High Income ETF in the 3rd quarter worth about $28,000. Sound Income Strategies LLC bought a new position in NEOS Russell 2000 High Income ETF in the first quarter valued at about $82,000. CoreCap Advisors LLC boosted its stake in shares of NEOS Russell 2000 High Income ETF by 151.5% during the third quarter. CoreCap Advisors LLC now owns 3,612 shares of the company’s stock valued at $177,000 after purchasing an additional 2,176 shares in the last quarter. Finally, Sunbelt Securities Inc. boosted its stake in shares of 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 valued at $472,000 after purchasing an additional 2,861 shares in the last quarter.

NEOS Russell 2000 High Income ETF Stock Performance

NEOS Russell 2000 High Income ETF stock opened at $48.89 on Friday. The firm has a 50 day moving average price of $50.07 and a two-hundred day moving average price of $50.79. NEOS Russell 2000 High Income ETF has a 52-week low of $45.64 and a 52-week high of $53.86. The firm has a market cap of $218.54 million and a price-to-earnings 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.