Sigma Planning Corp’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Sigma Planning Corp’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 Q1	$701K	Buy	14,112 +4,862	+53%	+$256K	0.02%	708
2025 Q4	$498K	Buy	9,250 +2,010	+28%	+$109K	0.01%	794
2025 Q3	$392K	Buy	+7,240	New	+$384K	0.01%	910

Other funds holding QQQI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SHFP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sigma Planning Corp's QQQI Position: Q1 2026 in Review

Sigma Planning Corp increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 53% in Q1 2026, buying an estimated $256K and bringing the position to 14,112 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #708.

Sigma Planning Corp first reported a position in QQQI in Q3 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold QQQI as of Q1 2026.

Sigma Planning Corp held 14,112 shares of NEOS Nasdaq 100 High Income ETF worth $701K as of Q1 2026.
Sigma Planning Corp bought 4,862 NEOS Nasdaq 100 High Income ETF shares in Q1 2026, an estimated $256K.
NEOS Nasdaq 100 High Income ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #708 holding.
Sigma Planning Corp first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
302 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.