IAUI β€” NEOS ETF TRUST

Ownership history in HBW ADVISORY SERVICES LLC  Β·  1 quarter on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported NEOS ETF TRUST (IAUI) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows IAUI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC's position in NEOS ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IAUI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HBW ADVISORY SERVICES LLC held IAUI β€” position size vs. price
% of Fund (quarterly)    IAUI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 3,798 β€” β€” 0.02% $212K 2026-02-14 (Est.) $60.91

FAQ About HBW ADVISORY SERVICES LLC and IAUI

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBW ADVISORY SERVICES LLC reported owning IAUI?

HBW ADVISORY SERVICES LLC reported IAUI across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported IAUI position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for IAUI was 0.02% in 2025 Q4.

What is the latest reported IAUI position on this page?

The most recent filing on this page is 2025 Q4, when HBW ADVISORY SERVICES LLC reported 3,798 shares, equal to 0.02% of portfolio, with an estimated market value of $212K.

What does the chart on this IAUI ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly IAUI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HBW ADVISORY SERVICES LLC Holdings