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Gateway Wealth Partners’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Gateway Wealth Partners’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 		$764K Sell
13,447
-3,781
-22% -$208K 0.05% 367
2026
Q1 		$856K Buy
17,228
+12,946
+302% +$681K 0.03% 411
2025
Q4 		$231K Buy
+4,282
New +$233K 0.03% 421

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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
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
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

Gateway Wealth Partners's QQQI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 22% in Q2 2026, selling an estimated $208K and leaving 13,447 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #367.

Gateway Wealth Partners first reported a position in QQQI in Q4 2025 and has held it in 3 quarters since. The position peaked at $856K in Q1 2026. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Gateway Wealth Partners held 13,447 shares of NEOS Nasdaq 100 High Income ETF worth $764K as of Q2 2026.
  • Gateway Wealth Partners sold 3,781 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $208K.
  • NEOS Nasdaq 100 High Income ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #367 holding.
  • Gateway Wealth Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's NEOS Nasdaq 100 High Income ETF position peaked at $856K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.