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Neos Etf Trust shares owned by DHJJ Financial Advisors

Quarter-by-quarter ownership of Neos Etf Trust (IWMI) shares owned by DHJJ Financial Advisors from 13F filings

Historical chart of DHJJ Financial Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 30 48.60
2025-06-30 $1.4k 30 45.43
2025-03-31 $2.3k 52 43.65
2024-12-31 $2.5k 52 48.98

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)

View all positions for DHJJ Financial Advisors

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