48,665 Shares in NEOS Russell 2000 High Income ETF $IWMI Purchased by Marshall & Sterling Wealth Advisors Inc.

Marshall & Sterling Wealth Advisors Inc. purchased a new stake in shares of NEOS Russell 2000 High Income ETF (BATS:IWMIFree Report) during the 1st quarter, Holdings Channel.com reports. The fund purchased 48,665 shares of the company’s stock, valued at approximately $2,307,000. NEOS Russell 2000 High Income ETF accounts for about 1.5% of Marshall & Sterling Wealth Advisors Inc.’s portfolio, making the stock its 18th biggest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. FSA Advisors Inc. bought a new stake in NEOS Russell 2000 High Income ETF in the fourth quarter worth about $735,000. Sunbelt Securities Inc. bought a new position in shares of NEOS Russell 2000 High Income ETF during the third quarter valued at approximately $307,000. Sound Income Strategies LLC bought a new position in shares of NEOS Russell 2000 High Income ETF during the first quarter valued at approximately $82,000. Finally, Private Trust Co. NA grew its stake in shares of NEOS Russell 2000 High Income ETF by 11.6% during the fourth quarter. Private Trust Co. NA now owns 4,800 shares of the company’s stock valued at $234,000 after buying an additional 500 shares during the last quarter.

NEOS Russell 2000 High Income ETF Stock Performance

Shares of BATS IWMI opened at $52.87 on Friday. NEOS Russell 2000 High Income ETF has a fifty-two week low of $44.52 and a fifty-two week high of $53.86. The company has a market cap of $236.33 million and a price-to-earnings ratio of 16.20. The business’s 50 day moving average price is $52.35 and its 200-day moving average price is $50.64.

NEOS Russell 2000 High Income ETF Company Profile

(Free Report)

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.

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Want to see what other hedge funds are holding IWMI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NEOS Russell 2000 High Income ETF (BATS:IWMIFree Report).

Institutional Ownership by Quarter for NEOS Russell 2000 High Income ETF (BATS:IWMI)

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