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

BlueStem 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 		$2.65M Buy
47,678
+3,721
+8% +$203K 0.26% 40
2026
Q2 		$2.5M Buy
43,957
+2,656
+6% +$146K 0.25% 42
2026
Q1 		$2.05M Buy
41,301
+8,576
+26% +$451K 0.23% 45
2025
Q4 		$1.76M Buy
32,725
+5,920
+22% +$322K 0.19% 48
2025
Q3 		$1.45M Buy
26,805
+7,782
+41% +$413K 0.17% 46
2025
Q2 		$989K Buy
+19,023
New +$932K 0.12% 50

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

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

BlueStem Wealth Partners increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 8.5% in Q3 2026, buying an estimated $203K and bringing the position to 47,678 shares worth $2.65M. The position accounts for 0.26% of the portfolio, ranked #40.

BlueStem Wealth Partners first reported a position in QQQI in Q2 2025 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • BlueStem Wealth Partners held 47,678 shares of NEOS Nasdaq 100 High Income ETF worth $2.65M as of Q3 2026.
  • BlueStem Wealth Partners bought 3,721 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $203K.
  • NEOS Nasdaq 100 High Income ETF made up 0.26% of BlueStem Wealth Partners's portfolio in Q3 2026, its #40 holding.
  • BlueStem Wealth Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

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