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Neos Etf Trust shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 4.4k 56.79

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View all positions for Synergy Financial Management

Top funds holding Neos Etf Trust

LPL Financial
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Royal Bank of Canada
Howard Capital Management
UBS Group
Foguth Wealth Management
Jane Street
Citadel Advisors
Merit Financial Group
Independent Financial Group
Raymond James Financial
Second Half Financial Partners
Mml Investors Services

View all funds holding Neos Etf Trust