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Neos Etf Trust shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by Captrust 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 5.6k 54.20
2025-06-30 $296k 5.7k 52.01

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Microsoft Corp Stock (MSFT)
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Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
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Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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