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Neos Etf Trust shares owned by Palacios Wealth Management

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

Historical chart of Palacios Wealth Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Palacios Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $633k 13k 48.68
2025-09-30 $642k 13k 48.58

More positions owned by Palacios Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Neos Etf Trust Nasdaq 100 High (QQQI)
Crowdstrike Hldgs Cl A (CRWD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Alphabet Cap Stk Cl C (GOOG)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Advanced Micro Devices (AMD)

View all positions for Palacios Wealth 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