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Timothy G. Youngquist 2020 Irrevocable Trust’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$3.56M Buy
+64,032
New +$3.5M 0.67% 20

Other funds holding QQQI

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FFA
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
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's QQQI Position: Q3 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q3 2026: 64,032 shares worth $3.56M. The stake represents 0.67% of the portfolio and ranks #20 among its holdings.

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

  • Timothy G. Youngquist 2020 Irrevocable Trust held 64,032 shares of NEOS Nasdaq 100 High Income ETF worth $3.56M as of Q3 2026.
  • NEOS Nasdaq 100 High Income ETF was a new Timothy G. Youngquist 2020 Irrevocable Trust position in Q3 2026.
  • NEOS Nasdaq 100 High Income ETF made up 0.67% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q3 2026, its #20 holding.
  • 29 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.