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Neos Etf Trust shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Neos Etf Trust (IAUI) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 4.2k 48.45

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Top funds holding Neos Etf Trust

Private Advisor
Citadel Advisors
Belvedere Trading
LPL Financial
Royal Bank of Canada
GFS Advisors
MADDEN SECURITIES Corp
Farther Finance Advisors
Integrity Wealth Partners
PFG Advisors
Red Crane Wealth Management
New England Private Wealth Advisors
Cambridge Investment Research Advisors
Diversify Wealth Management
Stifel Financial

View all funds holding Neos Etf Trust