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Anfield Capital Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Anfield Capital Management’s Portfolio QQQI Stock Details QQQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.2K Hold
1,856
– – 0.03% 193
2025
Q4 		$100K Hold
1,856
– – 0.03% 122
2025
Q3 		$101K Buy
+1,856
New +$98.6K 0.03% 128

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Anfield Capital Management's QQQI Position: Q1 2026 in Review

Anfield Capital Management held its NEOS Nasdaq 100 High Income ETF (QQQI) position steady in Q1 2026 at 1,856 shares worth $92.2K. The position accounts for 0.03% of the portfolio, ranked #193.

Anfield Capital Management first reported a position in QQQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $101K in Q3 2025. 302 funds tracked by Wall St. Rank hold QQQI as of Q1 2026.

  • Anfield Capital Management held 1,856 shares of NEOS Nasdaq 100 High Income ETF worth $92.2K as of Q1 2026.
  • Anfield Capital Management left its NEOS Nasdaq 100 High Income ETF share count unchanged in Q1 2026.
  • NEOS Nasdaq 100 High Income ETF made up 0.03% of Anfield Capital Management's portfolio in Q1 2026, its #193 holding.
  • Anfield Capital Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Anfield Capital Management's NEOS Nasdaq 100 High Income ETF position peaked at $101K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.