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

Axis Wealth 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	$338K	Buy	+6,077	New	+$332K	0.16%	135

Other funds holding QQQI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Axis Wealth Partners's QQQI Position: Q3 2026 in Review

Axis Wealth Partners opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q3 2026: 6,077 shares worth $338K. The stake represents 0.16% of the portfolio and ranks #135 among its holdings.

328 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

Axis Wealth Partners held 6,077 shares of NEOS Nasdaq 100 High Income ETF worth $338K as of Q3 2026.
NEOS Nasdaq 100 High Income ETF was a new Axis Wealth Partners position in Q3 2026.
NEOS Nasdaq 100 High Income ETF made up 0.16% of Axis Wealth Partners's portfolio in Q3 2026, its #135 holding.
328 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Axis Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.