Advisory Advocates »

Neos Etf Trust shares owned by Advisory Advocates

Quarter-by-quarter ownership of Neos Etf Trust (IWMI) shares owned by Advisory Advocates from 13F filings

Historical chart of Advisory Advocates investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Advisory Advocates 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 Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 4.4k 53.52

More positions owned by Advisory Advocates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Ft Vest Smid (SDVD)
Columbia Seligm Prem Tech Gr (STK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Nuveen Equity Premium and Growth Fund (SPXX)
Adams Express Company (ADX)
Cohen & Steers infrastucture Fund (UTF)
Vanguard World Inf Tech Etf (VGT)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
The Alger Etf Trust Mid Cap 40 Etf (FRTY)
Royce Value Trust (RVT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Advisory Advocates

Top funds holding Neos Etf Trust

LPL Financial
MADDEN SECURITIES Corp
Prevail Innovative Wealth Advisors
Gradient Investments
Cascade Wealth Advisors
Farther Finance Advisors
Royal Bank of Canada
Private Advisor
UBS Group
Stifel Financial
Owen LaRue
Citadel Advisors
Mml Investors Services
Palacios Wealth Management
Garden State Investment Advisory Services

View all funds holding Neos Etf Trust