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Neos Etf Trust shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Neos Etf Trust (IYRI) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 28k 48.60

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr 20+ Year Tr Bd (TLTW)
American Centy Etf Tr Avantis Us Small (AVSC)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vertex Pharmaceuticals Incorporated (VRTX)
Global X Fds Defense Tech Etf (SHLD)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Prevail Innovative Wealth Advisors

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
Citadel Advisors
Prosperity Wealth Management
Envestnet Asset Management
CAP Partners
Moran Wealth Management
Cresset Asset Management
HighTower Advisors

View all funds holding Neos Etf Trust