Cetera Investment Advisers
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Cetera Investment Advisers’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Cetera Investment Advisers’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 		$2.81M Buy
49,527
+7,717
+18% +$424K ﹤0.01% 2098
2026
Q1 		$2.08M Sell
41,810
-492
-1% -$25.9K ﹤0.01% 2249
2025
Q4 		$2.28M Sell
42,302
-1,666
-4% -$90.7K ﹤0.01% 2101
2025
Q3 		$2.38M Buy
43,968
+11,268
+34% +$598K ﹤0.01% 2026
2025
Q2 		$1.7M Buy
32,700
+23,555
+258% +$1.15M ﹤0.01% 1969
2025
Q1 		$434K Buy
9,145
+3,342
+58% +$173K ﹤0.01% 2960
2024
Q4 		$304K Buy
+5,803
New +$304K ﹤0.01% 3118

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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
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
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

Cetera Investment Advisers's QQQI Position: Q2 2026 in Review

Cetera Investment Advisers increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 18% in Q2 2026, buying an estimated $424K and bringing the position to 49,527 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Cetera Investment Advisers first reported a position in QQQI in Q4 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Cetera Investment Advisers held 49,527 shares of NEOS Nasdaq 100 High Income ETF worth $2.81M as of Q2 2026.
  • Cetera Investment Advisers bought 7,717 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $424K.
  • NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2098 holding.
  • Cetera Investment Advisers first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.