SWM
QQQI icon

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

StoneCrest Wealth Management's QQQI Position: Q2 2026 in Review

StoneCrest Wealth Management increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 2.1% in Q2 2026, buying an estimated $116K and bringing the position to 103,394 shares worth $5.87M. The position accounts for 1.88% of the portfolio, ranked #21.

StoneCrest Wealth Management first reported a position in QQQI in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • StoneCrest Wealth Management held 103,394 shares of NEOS Nasdaq 100 High Income ETF worth $5.87M as of Q2 2026.
  • StoneCrest Wealth Management bought 2,102 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $116K.
  • NEOS Nasdaq 100 High Income ETF made up 1.88% of StoneCrest Wealth Management's portfolio in Q2 2026, its #21 holding.
  • StoneCrest Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.