QQQI — NEOS ETF TRUST

Ownership history in WealthPLAN Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, 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
0.05% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,732 +1,595 +31.0% 0.05% $365K $50.50
2025 Q2 ADDED 5,137 +6 +0.1% 0.04% $267K $46.76
2025 Q1 INITIATED 5,131 — — 0.03% $243K $41.11
% 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%
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