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Neos Etf Trust shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Neos Etf Trust

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

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Quarterly reported holdings in Neos Etf Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $533k 9.8k 54.20

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Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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