WIM
QQQI icon

Waycross Investment Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Waycross Investment 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 		$215K Buy
+3,779
New +$208K 0.16% 58
2026
Q1 		– Sell
-6,797
Closed -$366K – 50
2025
Q4 		$366K Buy
6,797
+1,222
+22% +$66.6K 0.32% 41
2025
Q3 		$302K Buy
+5,575
New +$296K 0.31% 41

Other funds holding QQQI

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Waycross Investment Management's QQQI Position: Q2 2026 in Review

Waycross Investment Management opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 3,779 shares worth $215K. The stake represents 0.16% of the portfolio and ranks #58 among its holdings. This is a return to the name: Waycross Investment Management previously reported a position in QQQI as recently as Q4 2025.

Waycross Investment Management first reported a position in QQQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 139 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Waycross Investment Management held 3,779 shares of NEOS Nasdaq 100 High Income ETF worth $215K as of Q2 2026.
  • NEOS Nasdaq 100 High Income ETF was a new Waycross Investment Management position in Q2 2026.
  • NEOS Nasdaq 100 High Income ETF made up 0.16% of Waycross Investment Management's portfolio in Q2 2026, its #58 holding.
  • Waycross Investment Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Waycross Investment Management's NEOS Nasdaq 100 High Income ETF position peaked at $366K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.