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Neos Etf Trust shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 24k 54.20
2025-06-30 $1.2M 23k 52.01
2025-03-31 $1.6M 34k 47.43
2024-12-31 $740k 14k 52.37

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Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

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