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

Nations 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 		$366K Buy
+6,444
New +$354K 0.02% 610
2025
Q3 		– Sell
-9,574
Closed -$498K – 741
2025
Q2 		$498K Buy
9,574
+1,415
+17% +$69.3K 0.03% 451
2025
Q1 		$387K Buy
+8,159
New +$421K 0.03% 484

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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
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
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

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

Nations Financial Group opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 6,444 shares worth $366K. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Nations Financial Group previously reported a position in QQQI as recently as Q2 2025.

Nations Financial Group first reported a position in QQQI in Q1 2025 and has held it in 3 quarters since. The position peaked at $498K in Q2 2025. 362 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Nations Financial Group held 6,444 shares of NEOS Nasdaq 100 High Income ETF worth $366K as of Q2 2026.
  • NEOS Nasdaq 100 High Income ETF was a new Nations Financial Group position in Q2 2026.
  • NEOS Nasdaq 100 High Income ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #610 holding.
  • Nations Financial Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2025 and has held it in 3 quarters since.
  • Nations Financial Group's NEOS Nasdaq 100 High Income ETF position peaked at $498K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.