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

Lido 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
Q1 		– Sell
-15,875
Closed -$860K – 2157
2025
Q4 		$860K Hold
15,875
– – ﹤0.01% 1073
2025
Q3 		$860K Buy
15,875
+3,274
+26% +$174K ﹤0.01% 1016
2025
Q2 		$655K Buy
12,601
+3,401
+37% +$167K ﹤0.01% 1006
2025
Q1 		$436K Buy
9,200
+323
+4% +$16.7K ﹤0.01% 1064
2024
Q4 		$465K Buy
+8,877
New +$465K ﹤0.01% 1029

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lido Advisors's QQQI Position: Q1 2026 in Review

Lido Advisors sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q1 2026, closing a stake of 15,875 shares — an estimated $860K sold.

Lido Advisors first reported a position in QQQI in Q4 2024 and held it in 5 quarters. The position peaked at $860K in Q4 2025. 302 funds tracked by Wall St. Rank hold QQQI as of Q1 2026.

  • Lido Advisors reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 15,875 NEOS Nasdaq 100 High Income ETF shares in Q1 2026, an estimated $860K.
  • Lido Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and held it in 5 quarters.
  • Lido Advisors's NEOS Nasdaq 100 High Income ETF position peaked at $860K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.