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World Equity Group’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

World Equity Group’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 		$1.11M Buy
19,501
+1,791
+10% +$98.5K 0.25% 89
2026
Q1 		$880K Buy
17,710
+3,096
+21% +$163K 0.23% 103
2025
Q4 		$787K Buy
14,614
+3,387
+30% +$184K 0.22% 107
2025
Q3 		$609K Buy
11,227
+2,886
+35% +$153K 0.14% 151
2025
Q2 		$434K Buy
+8,341
New +$409K 0.12% 178

Other funds holding QQQI

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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

World Equity Group's QQQI Position: Q2 2026 in Review

World Equity Group increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 10% in Q2 2026, buying an estimated $98.5K and bringing the position to 19,501 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #89.

World Equity Group first reported a position in QQQI in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • World Equity Group held 19,501 shares of NEOS Nasdaq 100 High Income ETF worth $1.11M as of Q2 2026.
  • World Equity Group bought 1,791 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $98.5K.
  • NEOS Nasdaq 100 High Income ETF made up 0.25% of World Equity Group's portfolio in Q2 2026, its #89 holding.
  • World Equity Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.