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Neos Etf Trust shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments investment in Neos Etf Trust

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

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Quarterly reported holdings in Neos Etf Trust by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 4.0k 56.79
2024-12-31 $417k 8.0k 52.37

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View all positions for Westbourne Investments

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