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Avidian Wealth Enterprises’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Avidian Wealth Enterprises’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 		$2.71M Buy
48,695
+15,516
+47% +$848K 0.08% 173
2026
Q2 		$1.88M Buy
33,179
+6,478
+24% +$356K 0.05% 223
2026
Q1 		$1.33M Buy
26,701
+12,498
+88% +$658K 0.04% 251
2025
Q4 		$765K Buy
14,203
+8,936
+170% +$487K 0.03% 277
2025
Q3 		$285K Buy
+5,267
New +$280K 0.01% 480

Other funds holding QQQI

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Avidian Wealth Enterprises's QQQI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 47% in Q3 2026, buying an estimated $848K and bringing the position to 48,695 shares worth $2.71M. The position accounts for 0.08% of the portfolio, ranked #173.

Avidian Wealth Enterprises first reported a position in QQQI in Q3 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • Avidian Wealth Enterprises held 48,695 shares of NEOS Nasdaq 100 High Income ETF worth $2.71M as of Q3 2026.
  • Avidian Wealth Enterprises bought 15,516 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $848K.
  • NEOS Nasdaq 100 High Income ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #173 holding.
  • Avidian Wealth Enterprises first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.