Founders Financial Alliance’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Founders Financial Alliance’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	$284K	Sell	4,999 -530	-10%	-$29.1K	0.04%	353
2026 Q1	$275K	Sell	5,529 -1,491	-21%	-$78.5K	0.05%	322
2025 Q4	$378K	Buy	7,020 +3,266	+87%	+$178K	0.07%	238
2025 Q3	$203K	Buy	+3,754	New	+$199K	0.04%	376

Other funds holding QQQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 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

Founders Financial Alliance's QQQI Position: Q2 2026 in Review

Founders Financial Alliance reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 9.6% in Q2 2026, selling an estimated $29.1K and leaving 4,999 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #353.

Founders Financial Alliance first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $378K in Q4 2025. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Founders Financial Alliance held 4,999 shares of NEOS Nasdaq 100 High Income ETF worth $284K as of Q2 2026.
Founders Financial Alliance sold 530 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $29.1K.
NEOS Nasdaq 100 High Income ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #353 holding.
Founders Financial Alliance first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
Founders Financial Alliance's NEOS Nasdaq 100 High Income ETF position peaked at $378K in Q4 2025.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.