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Neos Etf Trust shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1k 36 57.31

More positions owned by Lodestone Wealth Management

Capital Group Core Plus Income Etf Etf (CGCP)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
Amgen Stock (AMGN)
Nvidia Corporation Stock (NVDA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Value Etf Etf (VTV)
Capital Group International Focus Equity Etf Etf (CGXU)
Jpmorgan Chase & Co Stock (JPM)
Merck & Co Stock (MRK)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for Lodestone 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