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

WealthPlan 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	$219K	Buy	+3,858	New	+$212K	0.01%	445

Other funds holding QQQI

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

WealthPlan Investment Management opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 3,858 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings.

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

WealthPlan Investment Management held 3,858 shares of NEOS Nasdaq 100 High Income ETF worth $219K as of Q2 2026.
NEOS Nasdaq 100 High Income ETF was a new WealthPlan Investment Management position in Q2 2026.
NEOS Nasdaq 100 High Income ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #445 holding.
139 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.