BFC Planning, Inc.’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

BFC Planning, 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	$400K	Buy	7,051 +4,580	+185%	+$252K	0.02%	684
2026 Q1	$123K	Buy	2,471 +520	+27%	+$27.4K	0.01%	1039
2025 Q4	$105K	Buy	1,951 +9	+0.5%	+$490	﹤0.01%	1090
2025 Q3	$105K	Buy	1,942 +663	+52%	+$35.2K	0.01%	906
2025 Q2	$66.5K	Buy	+1,279	New	+$62.6K	0.01%	1022

Other funds holding QQQI

LPL Financial San Diego, California $468B AUM 17.69% 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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 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

BFC Planning, Inc.'s QQQI Position: Q2 2026 in Review

BFC Planning, Inc. increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 185% in Q2 2026, buying an estimated $252K and bringing the position to 7,051 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #684.

BFC Planning, Inc. first reported a position in QQQI in Q2 2025 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

BFC Planning, Inc. held 7,051 shares of NEOS Nasdaq 100 High Income ETF worth $400K as of Q2 2026.
BFC Planning, Inc. bought 4,580 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $252K.
NEOS Nasdaq 100 High Income ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #684 holding.
BFC Planning, Inc. first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and has held it in 5 quarters since.
366 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.