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Neos Etf Trust shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 7.6k 51.33

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
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Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
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View all positions for Napa Wealth Management

Top funds holding Neos Etf Trust

LPL Financial
Tyler-Stone Wealth Management
Jane Street
Stifel Financial
Old Mission Capital
Susquehanna International
Sowell Financial Services
CAP Partners
NewEdge Wealth
Newbridge Financial Services Group
Arete Wealth Advisors
U.S. Capital Wealth Advisors
SeaCrest Wealth Management
Kestra Advisory Services
Napa Wealth Management

View all funds holding Neos Etf Trust