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WealthPLAN Partners’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

WealthPLAN Partners’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
Q4 		– Sell
-6,732
Closed -$365K – 288
2025
Q3 		$365K Buy
6,732
+1,595
+31% +$84.7K 0.05% 203
2025
Q2 		$267K Buy
5,137
+6
+0.1% +$294 0.04% 230
2025
Q1 		$243K Buy
+5,131
New +$265K 0.03% 231

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

WealthPLAN Partners's QQQI Position: Q4 2025 in Review

WealthPLAN Partners sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q4 2025, closing a stake of 6,732 shares — an estimated $365K sold.

WealthPLAN Partners first reported a position in QQQI in Q1 2025 and held it in 3 quarters. The position peaked at $365K in Q3 2025. 263 funds tracked by Wall St. Rank hold QQQI as of Q4 2025.

  • WealthPLAN Partners reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 6,732 NEOS Nasdaq 100 High Income ETF shares in Q4 2025, an estimated $365K.
  • WealthPLAN Partners first reported a position in NEOS Nasdaq 100 High Income ETF in Q1 2025 and held it in 3 quarters.
  • WealthPLAN Partners's NEOS Nasdaq 100 High Income ETF position peaked at $365K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q4 2025.

Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.