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Neos Etf Trust shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Neos Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Neos Etf Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 3.9k 56.79

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View all positions for WealthPlan Investment Management

Top funds holding Neos Etf Trust

LPL Financial
Susquehanna International
Morgan Stanley
Goldman Sachs Group
Howard Capital Management
Nearwater Capital Markets
Royal Bank of Canada
Merit Financial Group
Second Half Financial Partners
UBS Group
Foguth Wealth Management
MADDEN SECURITIES Corp
Independent Financial Group
Capital Investment Advisory Services
Jane Street

View all funds holding Neos Etf Trust