World Equity Group
QQQI icon

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
Q3 		$649K Sell
11,691
-7,810
-40% -$427K 0.27% 79
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's QQQI Position: Q3 2026 in Review

World Equity Group reduced its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 40% in Q3 2026, selling an estimated $427K and leaving 11,691 shares worth $649K. The position accounts for 0.27% of the portfolio, ranked #79.

World Equity Group first reported a position in QQQI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2026. 98 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • World Equity Group held 11,691 shares of NEOS Nasdaq 100 High Income ETF worth $649K as of Q3 2026.
  • World Equity Group sold 7,810 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $427K.
  • NEOS Nasdaq 100 High Income ETF made up 0.27% of World Equity Group's portfolio in Q3 2026, its #79 holding.
  • World Equity Group first reported a position in NEOS Nasdaq 100 High Income ETF in Q2 2025 and has held it in 6 quarters since.
  • World Equity Group's NEOS Nasdaq 100 High Income ETF position peaked at $1.11M in Q2 2026.
  • 98 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.