Arkadios Wealth Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Arkadios Wealth Advisors’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 Q2	$652K	Buy	11,474 +717	+7%	+$39.4K	0.01%	985
2026 Q1	$535K	Buy	10,757 +1,816	+20%	+$95.6K	0.01%	1078
2025 Q4	$482K	Buy	8,941 +1,569	+21%	+$85.5K	0.01%	1032
2025 Q3	$400K	Buy	7,372 +1,637	+29%	+$86.9K	0.01%	1043
2025 Q2	$298K	Buy	+5,735	New	+$281K	0.01%	1064

Other funds holding QQQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Arkadios Wealth Advisors's QQQI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 6.7% in Q2 2026, buying an estimated $39.4K and bringing the position to 11,474 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #985.

Arkadios Wealth Advisors first reported a position in QQQI in Q2 2025 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Arkadios Wealth Advisors held 11,474 shares of NEOS Nasdaq 100 High Income ETF worth $652K as of Q2 2026.
Arkadios Wealth Advisors bought 717 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $39.4K.
NEOS Nasdaq 100 High Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #985 holding.
Arkadios Wealth Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.