Midwest Financial Group’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Midwest Financial Group’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	$767K	Buy	13,500 +8,900	+193%	+$489K	0.27%	71
2026 Q1	$229K	Buy	4,600 +200	+5%	+$10.5K	0.1%	115
2025 Q4	$237K	Buy	4,400 +300	+7%	+$16.3K	0.1%	112
2025 Q3	$222K	Buy	+4,100	New	+$218K	0.11%	113

Other funds holding QQQI

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Midwest Financial Group's QQQI Position: Q2 2026 in Review

Midwest Financial Group increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 193% in Q2 2026, buying an estimated $489K and bringing the position to 13,500 shares worth $767K. The position accounts for 0.27% of the portfolio, ranked #71.

Midwest Financial Group first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Midwest Financial Group held 13,500 shares of NEOS Nasdaq 100 High Income ETF worth $767K as of Q2 2026.
Midwest Financial Group bought 8,900 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $489K.
NEOS Nasdaq 100 High Income ETF made up 0.27% of Midwest Financial Group's portfolio in Q2 2026, its #71 holding.
Midwest Financial Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.