Institute for Wealth Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Institute for Wealth Management’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	$35.8K	Buy	+631	New	+$34.7K	﹤0.01%	970

Other funds holding QQQI

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

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

MML Investors Services

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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Institute for Wealth Management's QQQI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 631 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

240 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Institute for Wealth Management held 631 shares of NEOS Nasdaq 100 High Income ETF worth $35.8K as of Q2 2026.
NEOS Nasdaq 100 High Income ETF was a new Institute for Wealth Management position in Q2 2026.
NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #970 holding.
240 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.