EWA
QQQI icon

EverSource Wealth Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

EverSource Wealth Advisors’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 		$192 Hold
3
– – ﹤0.01% 4252
2026
Q1 		$162 Sell
3
-1
-25% -$53 ﹤0.01% 4223
2025
Q4 		$223 Buy
4
+1
+33% +$54 ﹤0.01% 4017
2025
Q3 		$165 Buy
+3
New +$159 ﹤0.01% 4137

Other funds holding QQQI

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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

EverSource Wealth Advisors's QQQI Position: Q2 2026 in Review

EverSource Wealth Advisors held its NEOS Nasdaq 100 High Income ETF (QQQI) position steady in Q2 2026 at 3 shares worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

EverSource Wealth Advisors first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $223 in Q4 2025. 110 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • EverSource Wealth Advisors held 3 shares of NEOS Nasdaq 100 High Income ETF worth $192 as of Q2 2026.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #4252 holding.
  • EverSource Wealth Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's NEOS Nasdaq 100 High Income ETF position peaked at $223 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.