QQQI — NEOS ETF TRUST

Ownership history in Sunpointe, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, 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
0.16% (2025 Q2)
Avg. % of fund
0.16%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 7,928 — 0% 0.16% $430K $51.10
2025 Q2 INITIATED 7,928 — — 0.16% $412K $47.31
% 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% Foguth Wealth Management, LLC. 1.0%
← Back to Sunpointe, LLC Holdings