Cape Investment Advisory, Inc. NEOS ETF TRUST Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Number of Shares
340
Previous 440 22.73%
Holding current value
$17.7 Million
Previous $20.9 Million 15.24%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
SELL
N/A
-100 Reduced 22.73%
340 $17.7 Million
Q1 2025

May 16, 2025
SELL
N/A
-193 Reduced 30.49%
440 $20.9 Million
Q4 2024

Feb 05, 2025
BUY
N/A
19 Added 3.09%
633 $33.1 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-580 Reduced 48.58%
614 $31.5 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-144 Reduced 10.76%
1,194 $61.6 Million
Q1 2024

Jun 21, 2024
BUY
N/A
1,338 New
1,338 $68.3 Million
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