World Investment Advisors’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

World Investment Advisors’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	$276K	Buy	5,384 +240	+5%	+$13.2K	﹤0.01%	1278
2026 Q1	$256K	Buy	+5,144	New	+$271K	﹤0.01%	1347
2025 Q4	–	Sell	-9,834	Closed	-$533K	–	1559
2025 Q3	$533K	Buy	+9,834	New	+$522K	0.01%	752

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 Investment Advisors's QQQI Position: Q2 2026 in Review

World Investment Advisors increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 4.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 5,384 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

World Investment Advisors first reported a position in QQQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $533K in Q3 2025. 361 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

World Investment Advisors held 5,384 shares of NEOS Nasdaq 100 High Income ETF worth $276K as of Q2 2026.
World Investment Advisors bought 240 NEOS Nasdaq 100 High Income ETF shares in Q2 2026, an estimated $13.2K.
NEOS Nasdaq 100 High Income ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1278 holding.
World Investment Advisors first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
World Investment Advisors's NEOS Nasdaq 100 High Income ETF position peaked at $533K in Q3 2025.
361 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.