Belpointe Asset Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Belpointe Asset 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 Q2	$3.19M	Buy	56,130 +7,798	+16%	+$429K	0.1%	188
2026 Q1	$2.4M	Buy	48,332 +13,485	+39%	+$710K	0.09%	211
2025 Q4	$1.88M	Buy	+34,847	New	+$1.9M	0.07%	237

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

Belpointe Asset Management's QQQI Position: Q2 2026 in Review

Belpointe Asset Management increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 16% in Q2 2026, buying an estimated $429K and bringing the position to 56,130 shares worth $3.19M. The position accounts for 0.1% of the portfolio, ranked #188.

Belpointe Asset Management first reported a position in QQQI in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Belpointe Asset Management held 56,130 shares of NEOS Nasdaq 100 High Income ETF worth $3.19M as of Q2 2026.
Belpointe Asset Management bought 7,798 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $429K.
NEOS Nasdaq 100 High Income ETF made up 0.1% of Belpointe Asset Management's portfolio in Q2 2026, its #188 holding.
Belpointe Asset Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 3 quarters since.
363 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.