IFG
XQQI

Independent Financial Group’s NEOS Boosted Nasdaq-100 High Income ETF XQQI Stock Holding History

Independent Financial Group’s Portfolio XQQI Stock Details XQQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.26M Buy
155,229
+136,859
+745% +$6.93M 0.15% 131
2026
Q1 		$811K Buy
+18,370
New +$858K 0.02% 701

Other funds holding XQQI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWIG
Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Independent Financial Group increased its NEOS Boosted Nasdaq-100 High Income ETF (XQQI) stake by 745% in Q2 2026, buying an estimated $6.93M and bringing the position to 155,229 shares worth $8.26M. The position accounts for 0.15% of the portfolio, ranked #131.

Independent Financial Group first reported a position in XQQI in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold XQQI as of Q2 2026.

  • Independent Financial Group held 155,229 shares of NEOS Boosted Nasdaq-100 High Income ETF worth $8.26M as of Q2 2026.
  • Independent Financial Group bought 136,859 NEOS Boosted Nasdaq-100 High Income ETF shares in Q2 2026, an estimated $6.93M.
  • NEOS Boosted Nasdaq-100 High Income ETF made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #131 holding.
  • Independent Financial Group first reported a position in NEOS Boosted Nasdaq-100 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held NEOS Boosted Nasdaq-100 High Income ETF as of Q2 2026.

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