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Neos Etf Trust shares owned by PDS Planning

Quarter-by-quarter ownership of Neos Etf Trust (QQQI) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Neos Etf Trust held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neos Etf Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $521k 11k 49.69

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for PDS Planning

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
MADDEN SECURITIES Corp
MBL Wealth
Capital Investment Advisory Services
Apollon Wealth Management
Citadel Advisors
URS Advisory
Private Advisor
Envestnet Asset Management

View all funds holding Neos Etf Trust