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Neos Etf Trust shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 44k 48.68

More positions owned by Independence Wealth Advisors

Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPLG)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPTL)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Fin (XLF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Independence Wealth Advisors

Top funds holding Neos Etf Trust

LPL Financial
MADDEN SECURITIES Corp
Gradient Investments
Cascade Wealth Advisors
Susquehanna International
Stephens
Independence Wealth Advisors
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

View all funds holding Neos Etf Trust