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

Unique Wealth’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 		$1.49M Buy
26,894
+16,674
+163% +$912K 0.17% 79
2026
Q2 		$580K Hold
10,220
– – 0.07% 134
2026
Q1 		$508K Buy
10,220
+564
+6% +$29.7K 0.07% 121
2025
Q4 		$520K Buy
9,656
+1,848
+24% +$101K 0.07% 123
2025
Q3 		$423K Buy
+7,808
New +$415K 0.06% 126

Other funds holding QQQI

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Unique Wealth's QQQI Position: Q3 2026 in Review

Unique Wealth increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 163% in Q3 2026, buying an estimated $912K and bringing the position to 26,894 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #79.

Unique Wealth first reported a position in QQQI in Q3 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • Unique Wealth held 26,894 shares of NEOS Nasdaq 100 High Income ETF worth $1.49M as of Q3 2026.
  • Unique Wealth bought 16,674 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $912K.
  • NEOS Nasdaq 100 High Income ETF made up 0.17% of Unique Wealth's portfolio in Q3 2026, its #79 holding.
  • Unique Wealth first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.