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Neos Etf Trust shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 4.1k 53.86

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core High Dv Etf (HDV)
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Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

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
Royal Bank of Canada
MADDEN SECURITIES Corp
Capital Investment Advisory Services
MBL Wealth
Apollon Wealth Management
Envestnet Asset Management
Cascade Wealth Advisors
Citadel Advisors

View all funds holding Neos Etf Trust