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Neos Etf Trust shares owned by Stephens

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

Historical chart of Stephens investment in Neos Etf Trust

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

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Quarterly reported holdings in Neos Etf Trust by Stephens

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 55k 48.58
2025-06-30 $860k 19k 45.43
2024-12-31 $746k 15k 48.97
2024-09-30 $637k 12k 51.37

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View all positions for Stephens

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