Beacon Pointe Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Beacon Pointe Advisors’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	$1.14M	Buy	20,023 +2,628	+15%	+$144K	0.01%	982
2026 Q1	$864K	Buy	17,395 +728	+4%	+$38.3K	﹤0.01%	1060
2025 Q4	$898K	Buy	16,667 +1,445	+9%	+$78.7K	0.01%	869
2025 Q3	$825K	Buy	+15,222	New	+$808K	0.01%	835

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

Beacon Pointe Advisors's QQQI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 15% in Q2 2026, buying an estimated $144K and bringing the position to 20,023 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #982.

Beacon Pointe Advisors first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Beacon Pointe Advisors held 20,023 shares of NEOS Nasdaq 100 High Income ETF worth $1.14M as of Q2 2026.
Beacon Pointe Advisors bought 2,628 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $144K.
NEOS Nasdaq 100 High Income ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #982 holding.
Beacon Pointe Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
362 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.