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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
2026-03-31 $332k 7.0k 47.40
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
Jane Street
Cascade Wealth Advisors
Farther Finance Advisors
Prevail Innovative Wealth Advisors
Mml Investors Services
Stifel Financial
Palacios Wealth Management
Rockefeller Capital Management
Royal Bank of Canada
Marshall & Sterling Wealth Advisors
Independence Wealth Advisors
Summit Financial

View all funds holding Neos Etf Trust