Creative Planning »

Neos Etf Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Neos Etf Trust (IAUI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Neos Etf Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 4.3k 55.88

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Neos Etf Trust

MADDEN SECURITIES Corp
Red Crane Wealth Management
TCG Advisory Services
Cresset Asset Management
PFG Advisors
LLBH Private Wealth Management
BCS Wealth Management
UBS Group
Farther Finance Advisors
Cambridge Investment Research Advisors
Citadel Advisors
Stifel Financial
Creative Planning
HBW Advisory Services
CAP Partners

View all funds holding Neos Etf Trust