SWM
QQQI icon

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

Spire Wealth Management’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
Q2 		– Sell
-835
Closed -$39.6K – 2597
2025
Q1 		$39.6K Sell
835
-168
-17% -$8.68K ﹤0.01% 1365
2024
Q4 		$52.5K Buy
+1,003
New +$52.5K ﹤0.01% 1262

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
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Spire Wealth Management's QQQI Position: Q2 2025 in Review

Spire Wealth Management sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2025, closing a stake of 835 shares — an estimated $39.6K sold.

Spire Wealth Management first reported a position in QQQI in Q4 2024 and held it in 2 quarters. The position peaked at $52.5K in Q4 2024. 135 funds tracked by Wall St. Rank hold QQQI as of Q2 2025.

  • Spire Wealth Management reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 835 NEOS Nasdaq 100 High Income ETF shares in Q2 2025, an estimated $39.6K.
  • Spire Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's NEOS Nasdaq 100 High Income ETF position peaked at $52.5K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.