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

StoneCrest 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
2026 Q3	$5.8M	Buy	104,441 +1,047	+1%	+$57.2K	1.87%	23
2026 Q2	$5.87M	Buy	103,394 +2,102	+2%	+$116K	1.88%	21
2026 Q1	$5.03M	Sell	101,292 -4,520	-4%	-$238K	2.13%	19
2025 Q4	$5.7M	Buy	105,812 +10,202	+11%	+$556K	2.3%	15
2025 Q3	$5.18M	Buy	+95,610	New	+$5.08M	2.27%	17

Other funds holding QQQI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

StoneCrest Wealth Management's QQQI Position: Q3 2026 in Review

StoneCrest Wealth Management increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 1% in Q3 2026, buying an estimated $57.2K and bringing the position to 104,441 shares worth $5.8M. The position accounts for 1.87% of the portfolio, ranked #23.

StoneCrest Wealth Management first reported a position in QQQI in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.87M in Q2 2026. 250 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

StoneCrest Wealth Management held 104,441 shares of NEOS Nasdaq 100 High Income ETF worth $5.8M as of Q3 2026.
StoneCrest Wealth Management bought 1,047 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $57.2K.
NEOS Nasdaq 100 High Income ETF made up 1.87% of StoneCrest Wealth Management's portfolio in Q3 2026, its #23 holding.
StoneCrest Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 5 quarters since.
StoneCrest Wealth Management's NEOS Nasdaq 100 High Income ETF position peaked at $5.87M in Q2 2026.
250 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.