HNWAG
High Net Worth Advisory Group’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $932K | Sell |
17,911
-3,977
| -18% | -$207K | 0.25% | 87 |
|
2025
Q1 | $1.04M | Buy |
21,888
+8,594
| +65% | +$408K | 0.29% | 82 |
|
2024
Q4 | $696K | Buy |
13,294
+6,854
| +106% | +$359K | 0.19% | 104 |
|
2024
Q3 | $331K | Buy |
6,440
+500
| +8% | +$25.7K | 0.09% | 161 |
|
2024
Q2 | $307K | Buy |
+5,940
| New | +$307K | 0.09% | 157 |
|