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Householder Group Estate & Retirement Specialist’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,436
Closed -$73K – 1268
2024
Q3 		$73K Buy
+1,436
New +$72.7K 0.02% 422

Other funds holding QQQI

SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QQQI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q4 2024, closing a stake of 1,436 shares — an estimated $73K sold.

Householder Group Estate & Retirement Specialist first reported a position in QQQI in Q3 2024 and held it in 1 quarter. The position peaked at $73K in Q3 2024. 70 funds tracked by Wall St. Rank hold QQQI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,436 NEOS Nasdaq 100 High Income ETF shares in Q4 2024, an estimated $73K.
  • Householder Group Estate & Retirement Specialist first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's NEOS Nasdaq 100 High Income ETF position peaked at $73K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.