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Neos Etf Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 20k 56.79
2026-03-31 $864k 17k 49.69
2025-12-31 $898k 17k 53.86
2025-09-30 $825k 15k 54.20

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding Neos Etf Trust

LPL Financial
Susquehanna International
Goldman Sachs Group
Howard Capital Management
Royal Bank of Canada
Foguth Wealth Management
UBS Group
Jane Street
Citadel Advisors
Merit Financial Group
Independent Financial Group
Raymond James Financial
Second Half Financial Partners
Mml Investors Services
MADDEN SECURITIES Corp

View all funds holding Neos Etf Trust