Creative Financial Designs’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Creative Financial Designs’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	$134K	Hold	2,360	–	–	0.01%	712
2026 Q1	$117K	Hold	2,360	–	–	0.01%	643
2025 Q4	$127K	Hold	2,360	–	–	0.01%	597
2025 Q3	$128K	Hold	2,360	–	–	0.01%	576
2025 Q2	$123K	Sell	2,360 -1,811	-43%	-$88.7K	0.01%	618
2025 Q1	$198K	Sell	4,171 -596	-13%	-$30.8K	0.02%	444
2024 Q4	$250K	Buy	4,767 +993	+26%	+$52K	0.02%	394
2024 Q3	$194K	Buy	+3,774	New	+$191K	0.02%	457

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

Creative Financial Designs's QQQI Position: Q2 2026 in Review

Creative Financial Designs held its NEOS Nasdaq 100 High Income ETF (QQQI) position steady in Q2 2026 at 2,360 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #712.

Creative Financial Designs first reported a position in QQQI in Q3 2024 and has held it in 8 quarters since. The position peaked at $250K in Q4 2024. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Creative Financial Designs held 2,360 shares of NEOS Nasdaq 100 High Income ETF worth $134K as of Q2 2026.
Creative Financial Designs left its NEOS Nasdaq 100 High Income ETF share count unchanged in Q2 2026.
NEOS Nasdaq 100 High Income ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #712 holding.
Creative Financial Designs first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's NEOS Nasdaq 100 High Income ETF position peaked at $250K in Q4 2024.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.