Private Client Services’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Private Client Services’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 Q3	$295K	Buy	+5,314	New	+$291K	0.08%	176

Other funds holding QQQI

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $106M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Private Client Services's QQQI Position: Q3 2026 in Review

Private Client Services opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q3 2026: 5,314 shares worth $295K. The stake represents 0.08% of the portfolio and ranks #176 among its holdings.

29 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

Private Client Services held 5,314 shares of NEOS Nasdaq 100 High Income ETF worth $295K as of Q3 2026.
NEOS Nasdaq 100 High Income ETF was a new Private Client Services position in Q3 2026.
NEOS Nasdaq 100 High Income ETF made up 0.08% of Private Client Services's portfolio in Q3 2026, its #176 holding.
29 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.