Atticus Wealth Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Atticus Wealth 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	–	Sell	-4,369	Closed	-$235K	–	205
2025 Q4	$235K	Buy	4,369 +65	+2%	+$3.54K	0.06%	182
2025 Q3	$233K	Buy	4,304 +1,712	+66%	+$90.9K	0.06%	189
2025 Q2	$135K	Sell	2,592 -595	-19%	-$29.1K	0.04%	214
2025 Q1	$151K	Sell	3,187 -194	-6%	-$10K	0.05%	133
2024 Q4	$177K	Buy	3,381 +37	+1%	+$1.94K	0.06%	124
2024 Q3	$172K	Buy	3,344 +671	+25%	+$34K	0.06%	130
2024 Q2	$138K	Buy	2,673 +1,872	+234%	+$94.7K	0.05%	140
2024 Q1	$40.9K	Buy	+801	New	+$40.5K	0.01%	265

Other funds holding QQQI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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

Atticus Wealth Management's QQQI Position: Q1 2026 in Review

Atticus Wealth Management sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q1 2026, closing a stake of 4,369 shares — an estimated $235K sold.

Atticus Wealth Management first reported a position in QQQI in Q1 2024 and held it in 8 quarters. The position peaked at $235K in Q4 2025. 302 funds tracked by Wall St. Rank hold QQQI as of Q1 2026.

Atticus Wealth Management reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q1 2026 after selling out during the quarter.
Atticus Wealth Management sold 4,369 NEOS Nasdaq 100 High Income ETF shares in Q1 2026, an estimated $235K.
Atticus Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2024 and held it in 8 quarters.
Atticus Wealth Management's NEOS Nasdaq 100 High Income ETF position peaked at $235K in Q4 2025.
302 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.