Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$1.55M Buy
27,815
+3,287
+13% +$180K 0.04% 366
2026
Q2 		$1.39M Buy
24,528
+4,243
+21% +$233K 0.04% 407
2026
Q1 		$1.01M Buy
20,285
+3,998
+25% +$210K 0.03% 465
2025
Q4 		$877K Buy
16,287
+10,992
+208% +$599K 0.03% 490
2025
Q3 		$287K Buy
+5,295
New +$281K 0.01% 786

Other funds holding QQQI

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Dynamic Advisor Solutions's QQQI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 13% in Q3 2026, buying an estimated $180K and bringing the position to 27,815 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #366.

Dynamic Advisor Solutions first reported a position in QQQI in Q3 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • Dynamic Advisor Solutions held 27,815 shares of NEOS Nasdaq 100 High Income ETF worth $1.55M as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,287 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $180K.
  • NEOS Nasdaq 100 High Income ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #366 holding.
  • Dynamic Advisor Solutions first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.