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Neos Etf Trust shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $11k 232 49.10

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Neos Etf Trust

Gradient Investments
GFS Advisors
Prevail Innovative Wealth Advisors
Cascade Wealth Advisors
MADDEN SECURITIES Corp
New England Private Wealth Advisors
RFG Advisory
Moran Wealth Management
Cherry Creek Investment Advisors
Jane Street
Summit Financial
Citadel Advisors
CAP Partners
Stifel Financial
High Net Worth Advisory Group

View all funds holding Neos Etf Trust