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

IFS 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
Q3 		$3.8K Buy
68
+18
+36% +$984 ﹤0.01% 376
2026
Q2 		$2.84K Sell
50
-50
-50% -$2.75K ﹤0.01% 178
2026
Q1 		$4.97K Hold
100
– – ﹤0.01% 150
2025
Q4 		$5.39K Buy
+100
New +$5.45K ﹤0.01% 123

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

IFS Advisors's QQQI Position: Q3 2026 in Review

IFS Advisors increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 36% in Q3 2026, buying an estimated $984 and bringing the position to 68 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

IFS Advisors first reported a position in QQQI in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.39K in Q4 2025. 267 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • IFS Advisors held 68 shares of NEOS Nasdaq 100 High Income ETF worth $3.8K as of Q3 2026.
  • IFS Advisors bought 18 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $984.
  • NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #376 holding.
  • IFS Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • IFS Advisors's NEOS Nasdaq 100 High Income ETF position peaked at $5.39K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.