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Cascade Wealth Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Cascade Wealth Advisors’s Portfolio QQQI Stock Details QQQI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.3M Buy
229,341
+199,713
+674% +$10.7M 6.93% 3
2025
Q1 		$1.38M Buy
+29,628
New +$1.38M 0.95% 21