Empower Advisory Group
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Empower Advisory Group’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Empower Advisory Group’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
2025
Q4 		– Sell
-4,400
Closed -$238K – 558
2025
Q3 		$238K Buy
+4,400
New +$234K ﹤0.01% 481

Other funds holding QQQI

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

Empower Advisory Group's QQQI Position: Q4 2025 in Review

Empower Advisory Group sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q4 2025, closing a stake of 4,400 shares — an estimated $238K sold.

Empower Advisory Group first reported a position in QQQI in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 262 funds tracked by Wall St. Rank hold QQQI as of Q4 2025.

  • Empower Advisory Group reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Empower Advisory Group sold 4,400 NEOS Nasdaq 100 High Income ETF shares in Q4 2025, an estimated $238K.
  • Empower Advisory Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and held it in 1 quarter.
  • Empower Advisory Group's NEOS Nasdaq 100 High Income ETF position peaked at $238K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.