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Neos Etf Trust shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 5.8k 47.40

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Walkner Condon Financial Advisors

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