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Westbourne Investments’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Westbourne Investments’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
Q1 		– Sell
-7,965
Closed -$417K – 157
2024
Q4 		$417K Buy
+7,965
New +$417K 0.25% 84

Other funds holding QQQI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Westbourne Investments's QQQI Position: Q1 2025 in Review

Westbourne Investments sold out of NEOS Nasdaq 100 High Income ETF (QQQI) in Q1 2025, closing a stake of 7,965 shares — an estimated $417K sold.

Westbourne Investments first reported a position in QQQI in Q4 2024 and held it in 1 quarter. The position peaked at $417K in Q4 2024. 90 funds tracked by Wall St. Rank hold QQQI as of Q1 2025.

  • Westbourne Investments reported no remaining NEOS Nasdaq 100 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Westbourne Investments sold 7,965 NEOS Nasdaq 100 High Income ETF shares in Q1 2025, an estimated $417K.
  • Westbourne Investments first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2024 and held it in 1 quarter.
  • Westbourne Investments's NEOS Nasdaq 100 High Income ETF position peaked at $417K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q1 2025.

Based on Westbourne Investments's 13F filing for Q1 2025, filed 21 May 2025.