MONTAG A & ASSOCIATES INC
Position in QQQI — NEOS Nasdaq-100(R) High Income ETF
CIK 829407
ATLANTA, GA
All Filings in QQQI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QQQI | $133,964 | 2,696 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 QQQI | $226,966 | 4,214 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 QQQI | $372,896 | 6,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 QQQI | $372,131 | 7,155 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 QQQI | $260,959 | 5,502 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 QQQI | $97,774 | 1,867 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 QQQI | $90,084 | 1,755 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||