DHJJ Financial Advisors »

Neos Etf Trust shares owned by DHJJ Financial Advisors

Quarter-by-quarter ownership of Neos Etf Trust (IYRI) shares owned by DHJJ Financial Advisors from 13F filings

Historical chart of DHJJ Financial Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by DHJJ Financial Advisors 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $51 1 51.00

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)

View all positions for DHJJ Financial Advisors

Top funds holding Neos Etf Trust

Gradient Investments
MADDEN SECURITIES Corp
Jane Street
RFG Advisory
High Net Worth Advisory Group
Susquehanna International
Citadel Advisors
Cascade Wealth Advisors
Prosperity Wealth Management
Cresset Asset Management
World Equity Group
HighTower Advisors
Envestnet Asset Management
CoreCap Advisors
Hanson McClain Advisors

View all funds holding Neos Etf Trust