QQQI · Insider trading · 13F holders · Congress trades
Neos ETF Trust (QQQI)
Who is buying and selling QQQI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 59
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
QQQI at a glance
- No open-market insider purchases or sales of QQQI were filed in the last 90 days.
- 59 13F filers hold QQQI among their 50 largest positions, worth $446.1M combined. The biggest bets by portfolio weight are Second Half Financial Partners, LLC (11.6%), URS Advisory LLC (7.9%) and MADDEN SECURITIES Corp (6.6%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
- No member of Congress has disclosed a trade in QQQI.
QQQI insider trading
No open-market insider purchases or sales of QQQI were filed in the last 90 days.
Who owns QQQI? Hedge funds and superinvestors
59 13F filers hold QQQI among their 50 largest positions, worth $446.1M combined. The biggest bets by portfolio weight are Second Half Financial Partners, LLC (11.6%), URS Advisory LLC (7.9%) and MADDEN SECURITIES Corp (6.6%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Howard Capital Management, LLCWealth manager | 0.7% | $56.6M | 1,019,392 | +8.4% shares | Q3 2026 |
| Foguth Wealth Management, LLC.Wealth manager | 4.3% | $42.5M | 793,243 | +7.9% shares | Q3 2026 |
| Independent Financial Group, LLCWealth manager | 0.6% | $30.8M | 554,842 | +3.8% shares | Q3 2026 |
| Second Half Financial Partners, LLCWealth manager | 11.6% | $28.4M | 499,503 | +0.0% shares | Q2 2026 |
| MADDEN SECURITIES CorpWealth manager | 6.6% | $25.1M | 451,132 | -0.8% shares | Q3 2026 |
| Capital Investment Advisory Services, LLCWealth manager | 1.4% | $23.5M | 413,694 | +11.1% shares | Q2 2026 |
| MBL Wealth, LLCWealth manager | 1.1% | $17.9M | 321,357 | +9.9% shares | Q3 2026 |
| URS Advisory LLCWealth manager | 7.9% | $14.3M | 251,064 | +13.9% shares | Q2 2026 |
| Aventura Private Wealth, LLCWealth manager | 4.0% | $13.0M | 229,423 | +58.4% shares | Q2 2026 |
| Cascade Wealth Advisors, IncWealth manager | 4.3% | $10.7M | 193,307 | -1.7% shares | Q2 2026 |
| Cornerstone Enterprises, LLCWealth manager | 5.6% | $9.6M | 171,978 | +278.9% shares | Q3 2026 |
| Palacios Wealth Management, LLCWealth manager | 5.4% | $9.1M | 159,762 | +13.8% shares | Q2 2026 |
| PSI Advisors, LLCWealth manager | 2.0% | $8.6M | 152,021 | +47.1% shares | Q2 2026 |
| Arq Wealth Advisors, LLCWealth manager | 1.0% | $8.4M | 151,415 | +9.1% shares | Q3 2026 |
| Chung Wu Investment Group, LLCWealth manager | 5.5% | $8.3M | 146,296 | +18.3% shares | Q2 2026 |
| Estate Planners Group, LLCWealth manager | 3.5% | $7.8M | 137,290 | -2.6% shares | Q2 2026 |
| Northeast Financial Group, Inc.Institutional asset manager | 2.0% | $7.6M | 153,434 | — | Q1 2026 |
| New Wave Wealth Advisors LLCWealth manager | 2.0% | $7.6M | 135,617 | — | Q3 2026 |
| RiverTree Advisors, LLCWealth manager | 4.3% | $7.2M | 129,488 | +23.6% shares | Q3 2026 |
| Prevail Innovative Wealth Advisors, LLCWealth manager | 0.9% | $6.8M | 120,250 | — | Q3 2026 |
| Genesee Capital Advisors, LLCWealth manager | 2.0% | $6.5M | 116,781 | +0.9% shares | Q3 2026 |
| Owen LaRue, LLCWealth manager | 2.3% | $6.5M | 113,790 | +67.3% shares | Q2 2026 |
| StoneCrest Wealth Management, Inc.Wealth manager | 1.9% | $5.9M | 103,394 | +2.1% shares | Q2 2026 |
| Independence Wealth Advisors, LLCWealth manager | 2.6% | $5.4M | 97,571 | +3.5% shares | Q3 2026 |
| Astoria Portfolio Advisors LLC.Asset manager | 0.9% | $5.3M | 92,792 | +32.6% shares | Q2 2026 |
| Virtue Capital Management, LLCWealth manager | 0.6% | $4.5M | 80,388 | +1.3% shares | Q3 2026 |
| West Michigan Advisors, LLCWealth manager | 0.8% | $4.3M | 76,126 | +14.6% shares | Q2 2026 |
| Pursue Wealth Partners LLCWealth manager | 2.2% | $4.0M | 69,931 | — | Q2 2026 |
| Eddie Patel IncWealth manager | 2.3% | $3.9M | 68,489 | -18.9% shares | Q2 2026 |
| Milestone Asset Management, LLCWealth manager | 0.6% | $3.7M | 66,186 | -4.2% shares | Q3 2026 |
The 30 largest of 59 positions, by value. Each manager counts with its latest 13F (Q3 2026: 34, Q2 2026: 24, Q1 2026: 1). Screen QQQI in the grand portfolio →
QQQI stock trades by members of Congress
No member of Congress has disclosed a trade in QQQI.
QQQI questions and answers
Are insiders buying QQQI stock?
No open-market insider purchases or sales of QQQI were filed in the last 90 days.
Which hedge funds own QQQI?
59 13F filers hold QQQI among their 50 largest positions, worth $446.1M combined. The biggest bets by portfolio weight are Second Half Financial Partners, LLC (11.6%), URS Advisory LLC (7.9%) and MADDEN SECURITIES Corp (6.6%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
Has Congress traded QQQI?
No member of Congress has disclosed a trade in QQQI.
Who is the largest holder of QQQI?
Among 13F filers, Howard Capital Management, LLC reports the largest QQQI position, $56.6M (1,019,392 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Second Half Financial Partners, LLC's: 11.6% of its portfolio.
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