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Neos Etf Trust shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $734k 16k 47.40

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

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