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Neos Etf Trust shares owned by CI Private Wealth

Quarter-by-quarter ownership of Neos Etf Trust (IWMI) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 3.9k 53.52
2025-06-30 $288k 6.3k 45.43

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View all positions for CI Private Wealth

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