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Eddie Patel Inc’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Eddie Patel Inc’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 		$3.89M Sell
68,489
-15,980
-19% -$879K 2.32% 10
2026
Q1 		$4.2M Sell
84,469
-22,336
-21% -$1.18M 3.22% 8
2025
Q4 		$5.75M Buy
+106,805
New +$5.82M 4.29% 5

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

Eddie Patel Inc's QQQI Position: Q2 2026 in Review

Eddie Patel Inc reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 19% in Q2 2026, selling an estimated $879K and leaving 68,489 shares worth $3.89M. The position accounts for 2.32% of the portfolio, ranked #10.

Eddie Patel Inc first reported a position in QQQI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.75M in Q4 2025. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Eddie Patel Inc held 68,489 shares of NEOS Nasdaq 100 High Income ETF worth $3.89M as of Q2 2026.
  • Eddie Patel Inc sold 15,980 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $879K.
  • NEOS Nasdaq 100 High Income ETF made up 2.32% of Eddie Patel Inc's portfolio in Q2 2026, its #10 holding.
  • Eddie Patel Inc first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Eddie Patel Inc's NEOS Nasdaq 100 High Income ETF position peaked at $5.75M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.