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Neos Etf Trust shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $659k 12k 56.63

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Tcw Transform Etf Trust Transform System (PWRD)
Ishares Tr Core Div Grwth (DGRO)
Exxon Mobil Corporation (XOM)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Fidelity Covington Trust Enhanced Small (FESM)

View all positions for Quotient Wealth Partners

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