Creative Planning
QQQI icon

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

Creative Planning’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
Q1 		$269K Sell
5,421
-5,328
-50% -$280K ﹤0.01% 3502
2025
Q4 		$579K Buy
10,749
+7,021
+188% +$382K ﹤0.01% 2709
2025
Q3 		$202K Buy
+3,728
New +$198K ﹤0.01% 3476

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Creative Planning's QQQI Position: Q1 2026 in Review

Creative Planning reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 50% in Q1 2026, selling an estimated $280K and leaving 5,421 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

Creative Planning first reported a position in QQQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $579K in Q4 2025. 302 funds tracked by Wall St. Rank hold QQQI as of Q1 2026.

  • Creative Planning held 5,421 shares of NEOS Nasdaq 100 High Income ETF worth $269K as of Q1 2026.
  • Creative Planning sold 5,328 NEOS Nasdaq 100 High Income ETF shares in Q1 2026, an estimated $280K.
  • NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3502 holding.
  • Creative Planning first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's NEOS Nasdaq 100 High Income ETF position peaked at $579K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.