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Neos Etf Trust shares owned by Bogart Wealth

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $875k 18k 49.69
2025-12-31 $37k 686 53.89
2025-09-30 $27k 503 54.25
2025-06-30 $1.1k 21 51.33

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Exxon Mobil Corp Stock (XOM)
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Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Neos Etf Trust

LPL Financial
Morgan Stanley
Goldman Sachs Group
Susquehanna International
Royal Bank of Canada
Merit Financial Group
Second Half Financial Partners
UBS Group
Foguth Wealth Management
Independent Financial Group
MADDEN SECURITIES Corp
Capital Investment Advisory Services
Howard Capital Management
Jane Street
Citadel Advisors

View all funds holding Neos Etf Trust