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Neos Etf Trust shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Neos Etf Trust (IWMI) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5k 30 48.67

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Ishares Semiconductor Etf Etf (SOXX)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

Top funds holding Neos Etf Trust

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

View all funds holding Neos Etf Trust