Jim Simons
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Jim Simons’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Jim Simons’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
2025
Q4 		– Sell
-27,500
Closed -$1.49M – 3845
2025
Q3 		$1.49M Sell
27,500
-141,500
-84% -$7.51M ﹤0.01% 2264
2025
Q2 		$8.79M Buy
+169,000
New +$8.28M 0.01% 1140

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Jim Simons's QQQI Position: Q4 2025 in Review

Jim Simons sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q4 2025, closing a stake of 27,500 shares — an estimated $1.49M sold.

Jim Simons first reported a position in QQQI in Q2 2025 and held it in 2 quarters. The position peaked at $8.79M in Q2 2025. 262 funds tracked by Wall St. Rank hold QQQI as of Q4 2025.

  • Jim Simons reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 27,500 NEOS Nasdaq 100 High Income ETF shares in Q4 2025, an estimated $1.49M.
  • Jim Simons first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and held it in 2 quarters.
  • Jim Simons's NEOS Nasdaq 100 High Income ETF position peaked at $8.79M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.