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Neos Etf Trust shares owned by HB Wealth Management

Quarter-by-quarter ownership of Neos Etf Trust (MLPI) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $298k 5.3k 56.63

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Home Depot (HD)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding Neos Etf Trust

Jane Street
Gradient Investments
MADDEN SECURITIES Corp
Citadel Advisors
Royal Bank of Canada
Retirement Planning Group
TCG Advisory Services
Navis Wealth Advisors
Commonwealth Equity Services
Quotient Wealth Partners
Delta Investment Management
Stifel Financial
Brasada Capital Management
Naviter Wealth
Cambridge Investment Research Advisors

View all funds holding Neos Etf Trust