WealthPLAN Partners, LLC
Position in QQQI — NEOS Nasdaq-100(R) High Income ETF
CIK 1639943
OMAHA, NE
All Filings in QQQI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 QQQI | $364,874 | 6,732 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 QQQI | $267,175 | 5,137 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 QQQI | $243,363 | 5,131 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||