Number of Shares
333,931.00
Current Holdings Value*
$15.84 Mil
% of Portfolio
7.85%
Total Estimate Gain
$-2,183.33
% of Total Estimate Gain
-0.01%

Second Half Financial Partners, LLC's NEOS Nasdaq 100 High Income ETF Holding Summary

As of 2025-03-31, Second Half Financial Partners, LLC held 333,931.00 shares of NEOS Nasdaq 100 High Income ETF(QQQI), totaling $15.84 Mil. This investment constitutes 7.85% of their stock portfolio, and Second Half Financial Partners, LLC now holds 1.16% of the outstanding NEOS Nasdaq 100 High Income ETF(QQQI) stock.

The initial trade took place in 2024Q4. And since then Second Half Financial Partners, LLC has made 1 purchases of QQQI, at an average price of $52.38, for a total of 368,009.00 shares. In addition, there have been 1 sales at an average price of $51.63 for 34,078.00 shares. Based on historical transaction data and QQQI's current price of $52.45, Second Half Financial Partners, LLC's estimated gain on his QQQI holdings is $-2,183.33, reflecting a -0.01% gain to date.

Second Half Financial Partners, LLC QQQI ($52.45) Holding Chart

Second Half Financial Partners, LLC QQQI ($52.45) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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