Global Retirement Partners’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Global Retirement 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	$629K	Buy	+11,083	New	+$609K	0.01%	927
2025 Q4	$484K	Buy	8,985 +3,002	+50%	+$163K	0.01%	974
2025 Q3	$324K	Buy	5,983 +1,356	+29%	+$72K	0.01%	948
2025 Q2	$241K	Buy	+4,627	New	+$227K	0.01%	1005
2024 Q4	$2.56K	Buy	49 +3	+7%	+$157	﹤0.01%	2983
2024 Q3	$2.37K	Buy	46 +1	+2%	+$51	﹤0.01%	2884
2024 Q2	$2.3K	Buy	+45	New	+$2.28K	﹤0.01%	2921

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

Global Retirement Partners's QQQI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 11,083 shares worth $629K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QQQI as recently as Q4 2025.

Global Retirement Partners first reported a position in QQQI in Q2 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Global Retirement Partners held 11,083 shares of NEOS Nasdaq 100 High Income ETF worth $629K as of Q2 2026.
NEOS Nasdaq 100 High Income ETF was a new Global Retirement Partners position in Q2 2026.
NEOS Nasdaq 100 High Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #927 holding.
Global Retirement Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2024 and has held it in 7 quarters since.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.