IA
QQQI icon

IFP Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

IFP Advisors’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 		$490K Sell
8,628
-228
-3% -$12.5K 0.01% 1049
2026
Q1 		$440K Buy
8,856
+2,671
+43% +$141K 0.01% 1020
2025
Q4 		$333K Sell
6,185
-1,089
-15% -$59.3K 0.01% 1116
2025
Q3 		$394K Sell
7,274
-1,744
-19% -$92.6K 0.01% 953
2025
Q2 		$469K Buy
9,018
+2,172
+32% +$106K 0.01% 861
2025
Q1 		$325K Buy
6,846
+4,507
+193% +$233K 0.01% 951
2024
Q4 		$123K Buy
+2,339
New +$122K ﹤0.01% 1366

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

IFP Advisors's QQQI Position: Q2 2026 in Review

IFP Advisors reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 2.6% in Q2 2026, selling an estimated $12.5K and leaving 8,628 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1049.

IFP Advisors first reported a position in QQQI in Q4 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • IFP Advisors held 8,628 shares of NEOS Nasdaq 100 High Income ETF worth $490K as of Q2 2026.
  • IFP Advisors sold 228 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $12.5K.
  • NEOS Nasdaq 100 High Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1049 holding.
  • IFP Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.