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Neos Etf Trust shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 25k 48.68

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View all positions for Summit Financial

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