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Neos Etf Trust shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 158k 55.18
2025-06-30 $12M 229k 53.44
2025-03-31 $1.4M 30k 46.58

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

Top funds holding Neos Etf Trust

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

View all funds holding Neos Etf Trust