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Neos Etf Trust shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Prosperity 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $350k 8.0k 43.65

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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