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Neos Etf Trust shares owned by Capital Investment Advisory Services

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

Historical chart of Capital Investment Advisory Services investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 26k 48.58
2025-06-30 $1.2M 26k 45.43
2025-03-31 $951k 22k 43.65
2024-12-31 $98k 2.0k 48.97

More positions owned by Capital Investment Advisory Services

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Proshares Tr Pshs Ult S&p 500 (SSO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Capital Investment Advisory Services

Top funds holding Neos Etf Trust

LPL Financial
MADDEN SECURITIES Corp
Gradient Investments
Cascade Wealth Advisors
Susquehanna International
Stephens
Jane Street
High Net Worth Advisory Group
Capital Investment Advisory Services
Mutual Advisors
Garden State Investment Advisory Services
Stifel Financial
Old Mission Capital
Cresset Asset Management
Brookwood Investment Group

View all funds holding Neos Etf Trust