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

Kingsview 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	$8.25M	Buy	145,322 +36,957	+34%	+$2.03M	0.1%	193
2026 Q1	$5.38M	Buy	108,365 +16,582	+18%	+$873K	0.07%	282
2025 Q4	$4.94M	Buy	91,783 +26,290	+40%	+$1.43M	0.07%	279
2025 Q3	$3.55M	Buy	65,493 +39,209	+149%	+$2.08M	0.05%	335
2025 Q2	$1.37M	Buy	26,284 +16,715	+175%	+$819K	0.02%	506
2025 Q1	$454K	Buy	9,569 +3,684	+63%	+$190K	0.01%	754
2024 Q4	$308K	Buy	+5,885	New	+$308K	0.01%	896

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

Kingsview Wealth Management's QQQI Position: Q2 2026 in Review

Kingsview Wealth Management increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 34% in Q2 2026, buying an estimated $2.03M and bringing the position to 145,322 shares worth $8.25M. The position accounts for 0.1% of the portfolio, ranked #193.

Kingsview Wealth Management first reported a position in QQQI in Q4 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Kingsview Wealth Management held 145,322 shares of NEOS Nasdaq 100 High Income ETF worth $8.25M as of Q2 2026.
Kingsview Wealth Management bought 36,957 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $2.03M.
NEOS Nasdaq 100 High Income ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #193 holding.
Kingsview Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and has held it in 7 quarters since.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.