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Neos Etf Trust shares owned by Gradient Investments

Quarter-by-quarter ownership of Neos Etf Trust (IWMI) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by Gradient Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 163k 48.57
2025-06-30 $7.3M 161k 45.43
2025-03-31 $6.2M 143k 43.65
2024-12-31 $6.4M 131k 48.97

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Doubleline Etf Trust Mortgage Etf (DMBS)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Series Trust Portfolio Agrgte (SPAB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Meta Platforms Cl A (META)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Aim Etf Products Trust Allianzim Us Equ (SEPU)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Gradient Investments

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