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Neos Etf Trust shares owned by Quantum Private Wealth

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

Historical chart of Quantum Private Wealth investment in Neos Etf Trust

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

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Quarterly reported holdings in Neos Etf Trust by Quantum Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 5.0k 48.68

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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