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Neos Etf Trust shares owned by Estate Planners Group

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 136k 53.86

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Neos Etf Trust

LPL Financial
Susquehanna International
UBS Group
Howard Capital Management
Merit Financial Group
Second Half Financial Partners
Mml Investors Services
MADDEN SECURITIES Corp
Capital Investment Advisory Services
MBL Wealth
Citadel Advisors
Apollon Wealth Management
Envestnet Asset Management
Cascade Wealth Advisors
Goldman Sachs Group

View all funds holding Neos Etf Trust