Fulcrum Equity Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Fulcrum Equity Management’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	$338K	Buy	+5,949	New	+$327K	0.25%	94

Other funds holding QQQI

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Fulcrum Equity Management's QQQI Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 5,949 shares worth $338K. The stake represents 0.25% of the portfolio and ranks #94 among its holdings.

54 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Fulcrum Equity Management held 5,949 shares of NEOS Nasdaq 100 High Income ETF worth $338K as of Q2 2026.
NEOS Nasdaq 100 High Income ETF was a new Fulcrum Equity Management position in Q2 2026.
NEOS Nasdaq 100 High Income ETF made up 0.25% of Fulcrum Equity Management's portfolio in Q2 2026, its #94 holding.
54 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.