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Neos Etf Trust shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 6.5k 54.20

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Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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View all positions for Falcon Wealth Planning

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