QQQI — NEOS ETF TRUST

Ownership history in Foguth Wealth Management, LLC.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Foguth Wealth Management, LLC. reported a position in NEOS ETF TRUST (QQQI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.0% (2025 Q4)
Avg. % of fund
1.0%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 119,898 — — 1.00% $6.4M $52.60
% of Fund (quarterly)    QQQI price (monthly, adj. close)

Other funds also holding QQQI

As of 2025 Q4 — sorted by position size

Second Half Financial Partners, LLC 3Y 11.94% URS Advisory LLC 8.54% Cascade Wealth Advisors, Inc 4.8% MADDEN SECURITIES Corp 3Y 4.75% Eddie Patel Inc 4.29% RiverTree Advisors, LLC 3Y 2.75% StoneCrest Wealth Management, Inc. 2.3% Independence Wealth Advisors, LLC 2.22% FSA Advisors, Inc. 2.07% Capital Investment Advisory Services, LLC 3Y 7Y 0.98%
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