Keystone Financial Group (Kentucky)’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Keystone Financial Group (Kentucky)’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	$785K	Sell	13,830 -750	-5%	-$41.2K	0.05%	255
2026 Q1	$724K	Hold	14,580	–	–	0.05%	242
2025 Q4	$785K	Hold	14,580	–	–	0.06%	199
2025 Q3	$790K	Buy	14,580 +10,580	+265%	+$562K	0.06%	185
2025 Q2	$208K	Buy	+4,000	New	+$196K	0.02%	393

Other funds holding QQQI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 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

Keystone Financial Group (Kentucky)'s QQQI Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 5.1% in Q2 2026, selling an estimated $41.2K and leaving 13,830 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #255.

Keystone Financial Group (Kentucky) first reported a position in QQQI in Q2 2025 and has held it in 5 quarters since. The position peaked at $790K in Q3 2025. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Keystone Financial Group (Kentucky) held 13,830 shares of NEOS Nasdaq 100 High Income ETF worth $785K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 750 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $41.2K.
NEOS Nasdaq 100 High Income ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #255 holding.
Keystone Financial Group (Kentucky) first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and has held it in 5 quarters since.
Keystone Financial Group (Kentucky)'s NEOS Nasdaq 100 High Income ETF position peaked at $790K in Q3 2025.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.