Cascade Wealth Advisors, Inc
Position in QQQI — NEOS Nasdaq-100(R) High Income ETF
CIK 2018936
WENATCHEE, WA
All Filings in QQQI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QQQI | $9,775,563 | 196,731 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 QQQI | $10,291,299 | 191,075 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 QQQI | $8,572,705 | 158,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 QQQI | $11,928,025 | 229,341 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 QQQI | $1,405,256 | 29,628 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||