Independent Financial Group’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Independent Financial Group’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	$30.3M	Buy	534,418 +87,662	+20%	+$4.82M	0.57%	26
2026 Q1	$22.2M	Buy	446,756 +13,356	+3%	+$703K	0.5%	30
2025 Q4	$23.3M	Buy	433,400 +133,679	+45%	+$7.28M	0.52%	26
2025 Q3	$16.2M	Buy	299,721 +114,859	+62%	+$6.1M	0.39%	38
2025 Q2	$9.61M	Buy	+184,862	New	+$9.05M	0.26%	59
2025 Q1	–	Sell	-4,346	Closed	-$228K	–	1279
2024 Q4	$228K	Buy	+4,346	New	+$228K	0.01%	1033

Other funds holding QQQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Independent Financial Group's QQQI Position: Q2 2026 in Review

Independent Financial Group increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 20% in Q2 2026, buying an estimated $4.82M and bringing the position to 534,418 shares worth $30.3M. The position accounts for 0.57% of the portfolio, ranked #26.

Independent Financial Group first reported a position in QQQI in Q4 2024 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Independent Financial Group held 534,418 shares of NEOS Nasdaq 100 High Income ETF worth $30.3M as of Q2 2026.
Independent Financial Group bought 87,662 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $4.82M.
NEOS Nasdaq 100 High Income ETF made up 0.57% of Independent Financial Group's portfolio in Q2 2026, its #26 holding.
Independent Financial Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and has held it in 6 quarters since.
359 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.