CAP Partners »

Neos Etf Trust shares owned by CAP Partners

Quarter-by-quarter ownership of Neos Etf Trust (IYRI) shares owned by CAP Partners from 13F filings

Historical chart of CAP Partners investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Neos Etf Trust by CAP Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $463k 9.5k 48.60

More positions owned by CAP Partners

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr State Street Rea (XLRE)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
Strategy Cl A New (MSTR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for CAP Partners

Top funds holding Neos Etf Trust

Gradient Investments
Cascade Wealth Advisors
MADDEN SECURITIES Corp
RFG Advisory
Jane Street
Prevail Innovative Wealth Advisors
High Net Worth Advisory Group
Pensionmark Financial Group
Prosperity Wealth Management
Envestnet Asset Management
CAP Partners
Moran Wealth Management
Cresset Asset Management
HighTower Advisors
Pvg Asset Management

View all funds holding Neos Etf Trust