Aspect Partners
QQQI icon

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
Q3 		$1.11K Hold
20
– – ﹤0.01% 576
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

Howard Capital Management
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Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Aspect Partners's QQQI Position: Q3 2026 in Review

Aspect Partners held its NEOS Nasdaq 100 High Income ETF (QQQI) position steady in Q3 2026 at 20 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Aspect Partners first reported a position in QQQI in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.14K in Q2 2026. 124 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • Aspect Partners held 20 shares of NEOS Nasdaq 100 High Income ETF worth $1.11K as of Q3 2026.
  • Aspect Partners left its NEOS Nasdaq 100 High Income ETF share count unchanged in Q3 2026.
  • NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #576 holding.
  • Aspect Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Aspect Partners's NEOS Nasdaq 100 High Income ETF position peaked at $1.14K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.