TSWM
QQQI icon

Tyler-Stone Wealth Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Tyler-Stone 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 		$10.2M Buy
196,455
+28,730
+17% +$1.41M 1.65% 11
2025
Q1 		$7.96M Buy
167,725
+45,447
+37% +$2.35M 1.43% 15
2024
Q4 		$6.4M Buy
122,278
+26,879
+28% +$1.41M 1.14% 18
2024
Q3 		$4.9M Buy
+95,399
New +$4.83M 0.92% 24

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

Tyler-Stone Wealth Management's QQQI Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 17% in Q2 2025, buying an estimated $1.41M and bringing the position to 196,455 shares worth $10.2M. The position accounts for 1.65% of the portfolio, ranked #11.

Tyler-Stone Wealth Management first reported a position in QQQI in Q3 2024 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold QQQI as of Q2 2025.

  • Tyler-Stone Wealth Management held 196,455 shares of NEOS Nasdaq 100 High Income ETF worth $10.2M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 28,730 NEOS Nasdaq 100 High Income ETF shares in Q2 2025, an estimated $1.41M.
  • NEOS Nasdaq 100 High Income ETF made up 1.65% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #11 holding.
  • Tyler-Stone Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.