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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 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. 362 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.
362 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.