PWM
TLTI

Prosperity Wealth Management’s NEOS Enhanced Income 20+ Year Treasury Bond ETF TLTI Stock Holding History

Prosperity Wealth Management’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
2025
Q4 		$1.28M Buy
27,779
+2,208
+9% +$104K 0.43% 44
2025
Q3 		$1.2M Buy
25,571
+10,424
+69% +$483K 0.41% 50
2025
Q2 		$709K Buy
+15,147
New +$700K 0.26% 86

Other funds holding TLTI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prosperity Wealth Management's TLTI Position: Q4 2025 in Review

Prosperity Wealth Management increased its NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) stake by 8.6% in Q4 2025, buying an estimated $104K and bringing the position to 27,779 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #44.

Prosperity Wealth Management first reported a position in TLTI in Q2 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold TLTI as of Q4 2025.

  • Prosperity Wealth Management held 27,779 shares of NEOS Enhanced Income 20+ Year Treasury Bond ETF worth $1.28M as of Q4 2025.
  • Prosperity Wealth Management bought 2,208 NEOS Enhanced Income 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $104K.
  • NEOS Enhanced Income 20+ Year Treasury Bond ETF made up 0.43% of Prosperity Wealth Management's portfolio in Q4 2025, its #44 holding.
  • Prosperity Wealth Management first reported a position in NEOS Enhanced Income 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held NEOS Enhanced Income 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.