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Neos Etf Trust shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 33k 54.20
2025-06-30 $676k 13k 52.01
2025-03-31 $315k 6.7k 47.43

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View all positions for Concurrent Investment Advisors

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