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Aspect Partners’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Aspect Partners’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 		$1.14K Buy
20
+10
+100% +$550 ﹤0.01% 560
2026
Q1 		$497 Buy
+10
New +$526 ﹤0.01% 659

Other funds holding QQQI

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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Aspect Partners's QQQI Position: Q2 2026 in Review

Aspect Partners increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 100% in Q2 2026, buying an estimated $550 and bringing the position to 20 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Aspect Partners first reported a position in QQQI in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Aspect Partners held 20 shares of NEOS Nasdaq 100 High Income ETF worth $1.14K as of Q2 2026.
  • Aspect Partners bought 10 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $550.
  • NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #560 holding.
  • Aspect Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.