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Neos Etf Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Neos Etf Trust

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All positions including Neos Etf Trust held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 6.9k 54.20
2025-06-30 $372k 7.2k 52.01
2025-03-31 $261k 5.5k 47.43
2024-12-31 $98k 1.9k 52.37
2024-09-30 $90k 1.8k 51.33

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Neos Etf Trust

LPL Financial
Howard Capital Management
Second Half Financial Partners
Merit Financial Group
Susquehanna International
Royal Bank of Canada
Mml Investors Services
MADDEN SECURITIES Corp
UBS Group
MBL Wealth
Apollon Wealth Management
Tyler-Stone Wealth Management
Private Advisor
Jane Street
Citadel Advisors

View all funds holding Neos Etf Trust