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Prestige Wealth Management Group’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Prestige Wealth Management 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
2025
Q1 		– Sell
-10
Closed -$530 – 1070
2024
Q4 		$530 Hold
10
– – ﹤0.01% 961
2024
Q3 		$533 Hold
10
– – ﹤0.01% 961
2024
Q2 		$523 Hold
10
– – ﹤0.01% 918
2024
Q1 		$511 Buy
+10
New +$506 ﹤0.01% 953

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Prestige Wealth Management Group's QQQI Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q1 2025, closing a stake of 10 shares — an estimated $530 sold.

Prestige Wealth Management Group first reported a position in QQQI in Q1 2024 and held it in 4 quarters. The position peaked at $533 in Q3 2024. 90 funds tracked by Wall St. Rank hold QQQI as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 10 NEOS Nasdaq 100 High Income ETF shares in Q1 2025, an estimated $530.
  • Prestige Wealth Management Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2024 and held it in 4 quarters.
  • Prestige Wealth Management Group's NEOS Nasdaq 100 High Income ETF position peaked at $533 in Q3 2024.
  • 90 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.