IWMI

Neos Russell 2000 High Inc

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Neos Russell 2000 High Inc (IWMI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Neos Russell 2000 High Inc (IWMI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Neos Russell 2000 High Inc (IWMI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Neos Russell 2000 High Inc (IWMI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Nicole Alexander@Gradient Investments Llc
Recent Activity
New Position
0.13%
$6.392M
130,546 shares@ 48.97 avg price
David T. Morgan@High Net Worth Advisory Group Llc
Recent Activity
Increased 45.99%
0.25%
$872,362
17,816 shares@ 48.97 avg price
Donald L. Chaney@Stephens Inc Ar
Recent Activity
Increased 23.01%
0.02%
$746,227
15,240 shares@ 48.97 avg price
Jeff Ameen@Spire Wealth Management
Recent Activity
New Position
0.02%
$516,434
10,547 shares@ 48.97 avg price
Wayne Bell-Warren@Gainplan Llc
Recent Activity
New Position
0.1%
$263,236
5,376 shares@ 48.97 avg price
Ron King@Capital Investment Advisory Services, Llc
Recent Activity
New Position
0.01%
$97,930
2,000 shares@ 48.97 avg price

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