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&Partners’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

&Partners’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 		$1.95M Buy
33,465
+16,610
+99% +$913K 0.01% 1045
2026
Q1 		$838K Buy
+16,855
New +$887K ﹤0.01% 1399

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

&Partners's QQQI Position: Q2 2026 in Review

&Partners increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 99% in Q2 2026, buying an estimated $913K and bringing the position to 33,465 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #1045.

&Partners first reported a position in QQQI in Q1 2026 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • &Partners held 33,465 shares of NEOS Nasdaq 100 High Income ETF worth $1.95M as of Q2 2026.
  • &Partners bought 16,610 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $913K.
  • NEOS Nasdaq 100 High Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1045 holding.
  • &Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.