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Catherine Avery Investment Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Catherine Avery Investment 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
2025
Q3 		– Sell
-441
Closed -$22.9K – 176
2025
Q2 		$22.9K Buy
+441
New +$21.6K 0.02% 82

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Catherine Avery Investment Management's QQQI Position: Q3 2025 in Review

Catherine Avery Investment Management sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q3 2025, closing a stake of 441 shares — an estimated $22.9K sold.

Catherine Avery Investment Management first reported a position in QQQI in Q2 2025 and held it in 1 quarter. The position peaked at $22.9K in Q2 2025. 208 funds tracked by Wall St. Rank hold QQQI as of Q3 2025.

  • Catherine Avery Investment Management reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 441 NEOS Nasdaq 100 High Income ETF shares in Q3 2025, an estimated $22.9K.
  • Catherine Avery Investment Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and held it in 1 quarter.
  • Catherine Avery Investment Management's NEOS Nasdaq 100 High Income ETF position peaked at $22.9K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2025.

Based on Catherine Avery Investment Management's 13F filing for Q3 2025, filed 5 Jan 2026.