Valeo Financial Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Valeo Financial Advisors’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	$206K	Buy	+3,627	New	+$199K	﹤0.01%	755

Other funds holding QQQI

Foguth Wealth Management Brighton, Michigan $879M AUM

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Valeo Financial Advisors's QQQI Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 3,627 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings.

79 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

Valeo Financial Advisors held 3,627 shares of NEOS Nasdaq 100 High Income ETF worth $206K as of Q2 2026.
NEOS Nasdaq 100 High Income ETF was a new Valeo Financial Advisors position in Q2 2026.
NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #755 holding.
79 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.