Cresset Asset Management »

Neos Etf Trust shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Neos Etf Trust (IWMI) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Cresset Asset Management 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $796k 16k 48.68
2025-09-30 $826k 17k 48.58

More positions owned by Cresset Asset Management

Arista Networks Com Shs (ANET)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Erie Indty Cl A (ERIE)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A Call Option (META)
Reddit Cl A (RDDT)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Cresset Asset Management

Top funds holding Neos Etf Trust

LPL Financial
MADDEN SECURITIES Corp
Gradient Investments
Cascade Wealth Advisors
Stephens
Mml Investors Services
Independence Wealth Advisors
Brookwood Investment Group
High Net Worth Advisory Group
Mutual Advisors
Garden State Investment Advisory Services
Jane Street
Capital Investment Advisory Services
Summit Financial
Stifel Financial

View all funds holding Neos Etf Trust