Claro Advisors’s NEOS Enhanced Income 20+ Year Treasury Bond ETF TLTI Stock Holding History

Claro Advisors’s Portfolio TLTI Stock Details TLTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.16M	Buy	28,108 +14,512	+107%	+$634K	0.11%	165
2026 Q2	$622K	Buy	+13,596	New	+$618K	0.07%	230

Other funds holding TLTI

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Claro Advisors's TLTI Position: Q3 2026 in Review

Claro Advisors increased its NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) stake by 107% in Q3 2026, buying an estimated $634K and bringing the position to 28,108 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #165.

Claro Advisors first reported a position in TLTI in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold TLTI as of Q3 2026.

Claro Advisors held 28,108 shares of NEOS Enhanced Income 20+ Year Treasury Bond ETF worth $1.16M as of Q3 2026.
Claro Advisors bought 14,512 NEOS Enhanced Income 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $634K.
NEOS Enhanced Income 20+ Year Treasury Bond ETF made up 0.11% of Claro Advisors's portfolio in Q3 2026, its #165 holding.
Claro Advisors first reported a position in NEOS Enhanced Income 20+ Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held NEOS Enhanced Income 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.