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 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

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

Avidian Wealth Enterprises's QQQI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 24% in Q2 2026, buying an estimated $356K and bringing the position to 33,179 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #223.

Avidian Wealth Enterprises first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Avidian Wealth Enterprises held 33,179 shares of NEOS Nasdaq 100 High Income ETF worth $1.88M as of Q2 2026.
Avidian Wealth Enterprises bought 6,478 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $356K.
NEOS Nasdaq 100 High Income ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #223 holding.
Avidian Wealth Enterprises first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.