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Kaizen Financial Strategies’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Kaizen Financial Strategies’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 		$1.38M Sell
24,563
-12,188
-33% -$670K 0.45% 38
2026
Q1 		$1.97M Buy
36,751
+2,044
+6% +$108K 0.83% 26
2025
Q4 		$1.87M Buy
34,707
+955
+3% +$52K 0.82% 25
2025
Q3 		$1.83M Buy
+33,752
New +$1.79M 0.83% 25

Other funds holding QQQI

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Kaizen Financial Strategies's QQQI Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 33% in Q2 2026, selling an estimated $670K and leaving 24,563 shares worth $1.38M. The position accounts for 0.45% of the portfolio, ranked #38.

Kaizen Financial Strategies first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q1 2026. 160 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Kaizen Financial Strategies held 24,563 shares of NEOS Nasdaq 100 High Income ETF worth $1.38M as of Q2 2026.
  • Kaizen Financial Strategies sold 12,188 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $670K.
  • NEOS Nasdaq 100 High Income ETF made up 0.45% of Kaizen Financial Strategies's portfolio in Q2 2026, its #38 holding.
  • Kaizen Financial Strategies first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Kaizen Financial Strategies's NEOS Nasdaq 100 High Income ETF position peaked at $1.97M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.