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

IPG Investment 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
Q2 		$351K Hold
6,175
– – 0.05% 180
2026
Q1 		$307K Hold
6,175
– – 0.05% 172
2025
Q4 		$333K Buy
+6,175
New +$336K 0.06% 158

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Raymond James Financial
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

IPG Investment Advisors's QQQI Position: Q2 2026 in Review

IPG Investment Advisors held its NEOS Nasdaq 100 High Income ETF (QQQI) position steady in Q2 2026 at 6,175 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #180.

IPG Investment Advisors first reported a position in QQQI in Q4 2025 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • IPG Investment Advisors held 6,175 shares of NEOS Nasdaq 100 High Income ETF worth $351K as of Q2 2026.
  • IPG Investment Advisors left its NEOS Nasdaq 100 High Income ETF share count unchanged in Q2 2026.
  • NEOS Nasdaq 100 High Income ETF made up 0.05% of IPG Investment Advisors's portfolio in Q2 2026, its #180 holding.
  • IPG Investment Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.