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NEOS Nasdaq 100 High Income ETF
QQQI

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$104M +$31.4M +576,464 +43%
UBS Group
2
UBS Group
Switzerland
$37.9M +$26.7M +491,153 +231%
HCM
3
Howard Capital Management
Georgia
$32.7M +$2.61M +47,868 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$31.8M +$13.7M +251,005 +74%
MFG
5
Merit Financial Group
Georgia
$27.2M +$708K +12,995 +3%
SHFP
6
Second Half Financial Partners
Florida
$26.9M – – –
IFG
7
Independent Financial Group
California
$23.3M +$7.28M +133,679 +45%
Morgan Stanley
8
Morgan Stanley
New York
$22.4M +$22.5M +412,334 +9,247%
MML Investors Services
9
MML Investors Services
Massachusetts
$20M +$2.72M +49,971 +16%
MS
10
Madden Securities
Texas
$15.6M +$3.19M +58,594 +25%
CIAS
11
Capital Investment Advisory Services
North Carolina
$13.9M +$4.92M +90,315 +54%
MW
12
MBL Wealth
North Carolina
$13.5M +$2.32M +42,636 +20%
AWM
13
Apollon Wealth Management
South Carolina
$11.2M +$416K +7,633 +4%
CWA
14
Cascade Wealth Advisors
Washington
$10.4M +$1.79M +32,907 +21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.4M +$1.89M +34,791 +22%
UA
16
URS Advisory
Florida
$10.3M +$10.4M +190,874 New
Goldman Sachs
17
Goldman Sachs
New York
$9.17M +$9.28M +170,337 New
TFA
18
Teamwork Financial Advisors
Texas
$9.03M +$6.88M +126,260 +305%
PAG
19
Private Advisor Group
New Jersey
$9.02M -$1.4M -25,794 -13%
SF
20
Summit Financial
New Jersey
$8.4M +$3.9M +71,681 +85%
EPG
21
Estate Planners Group
Pennsylvania
$7.35M +$7.43M +136,417 New
Stifel Financial
22
Stifel Financial
Missouri
$6.86M +$943K +17,321 +16%
FWM
23
Foguth Wealth Management
Michigan
$6.45M +$6.53M +119,898 New
CWIG
24
Chung Wu Investment Group
Texas
$6.16M +$814K +14,940 +15%
Citadel Advisors
25
Citadel Advisors
Florida
$5.98M +$2.39M +43,863 +65%
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