Insigneo Advisory Services’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Insigneo Advisory Services’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 Q1	$227K	Sell	4,560 -639	-12%	-$33.6K	0.02%	599
2025 Q4	$280K	Buy	5,199 +818	+19%	+$44.5K	0.02%	538
2025 Q3	$237K	Buy	+4,381	New	+$233K	0.02%	581

Other funds holding QQQI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Insigneo Advisory Services's QQQI Position: Q1 2026 in Review

Insigneo Advisory Services reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 12% in Q1 2026, selling an estimated $33.6K and leaving 4,560 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #599.

Insigneo Advisory Services first reported a position in QQQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 302 funds tracked by Wall St. Rank hold QQQI as of Q1 2026.

Insigneo Advisory Services held 4,560 shares of NEOS Nasdaq 100 High Income ETF worth $227K as of Q1 2026.
Insigneo Advisory Services sold 639 NEOS Nasdaq 100 High Income ETF shares in Q1 2026, an estimated $33.6K.
NEOS Nasdaq 100 High Income ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #599 holding.
Insigneo Advisory Services first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
Insigneo Advisory Services's NEOS Nasdaq 100 High Income ETF position peaked at $280K in Q4 2025.
302 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.