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Grant Private Wealth Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Grant Private Wealth 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 		– Sell
-28,995
Closed -$1.44M – 171
2026
Q1 		$1.44M Buy
+28,995
New +$1.53M 0.76% 25

Other funds holding QQQI

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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Grant Private Wealth Management's QQQI Position: Q2 2026 in Review

Grant Private Wealth Management sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026, closing a stake of 28,995 shares — an estimated $1.44M sold.

Grant Private Wealth Management first reported a position in QQQI in Q1 2026 and held it in 1 quarter. The position peaked at $1.44M in Q1 2026. 54 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Grant Private Wealth Management reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 28,995 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $1.44M.
  • Grant Private Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2026 and held it in 1 quarter.
  • Grant Private Wealth Management's NEOS Nasdaq 100 High Income ETF position peaked at $1.44M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.