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Neos Etf Trust shares owned by KERR FINANCIAL PLANNING Corp

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by KERR FINANCIAL PLANNING Corp from 13F filings

Historical chart of KERR FINANCIAL PLANNING Corp investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by KERR FINANCIAL PLANNING Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by KERR FINANCIAL PLANNING Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 4.8k 52.10
2025-09-30 $487 9 54.22

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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