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

Medallion 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	$107K	Buy	1,880 +53	+3%	+$2.91K	0.03%	342
2026 Q1	$90.8K	Sell	1,827 -223	-11%	-$11.7K	0.03%	373
2025 Q4	$110K	Sell	2,050 -671	-25%	-$36.5K	0.04%	340
2025 Q3	$147K	Sell	2,721 -102	-4%	-$5.42K	0.05%	281
2025 Q2	$146K	Sell	2,823 -461	-14%	-$22.6K	0.06%	282
2025 Q1	$157K	Buy	3,284 +1,222	+59%	+$63.1K	0.07%	235
2024 Q4	$108K	Buy	+2,062	New	+$108K	0.05%	280

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

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

Medallion Wealth Advisors increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 2.9% in Q2 2026, buying an estimated $2.91K and bringing the position to 1,880 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #342.

Medallion Wealth Advisors first reported a position in QQQI in Q4 2024 and has held it in 7 quarters since. The position peaked at $157K in Q1 2025. 363 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Medallion Wealth Advisors held 1,880 shares of NEOS Nasdaq 100 High Income ETF worth $107K as of Q2 2026.
Medallion Wealth Advisors bought 53 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $2.91K.
NEOS Nasdaq 100 High Income ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #342 holding.
Medallion Wealth Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's NEOS Nasdaq 100 High Income ETF position peaked at $157K in Q1 2025.
363 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.