Kingswood Wealth Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Kingswood Wealth 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	$939K	Buy	16,543 +3,984	+32%	+$219K	0.04%	421
2026 Q1	$624K	Buy	12,559 +3,616	+40%	+$190K	0.03%	495
2025 Q4	$482K	Buy	8,943 +1,486	+20%	+$80.9K	0.02%	535
2025 Q3	$404K	Buy	+7,457	New	+$396K	0.02%	541

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

Kingswood Wealth Advisors's QQQI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 32% in Q2 2026, buying an estimated $219K and bringing the position to 16,543 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #421.

Kingswood Wealth Advisors first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Kingswood Wealth Advisors held 16,543 shares of NEOS Nasdaq 100 High Income ETF worth $939K as of Q2 2026.
Kingswood Wealth Advisors bought 3,984 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $219K.
NEOS Nasdaq 100 High Income ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #421 holding.
Kingswood Wealth Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.