Core Insights - Chung Wu Investment Group, LLC has established a new position in NEOS Nasdaq-100 High Income ETF (QQQI), acquiring 99,516 shares valued at approximately $5.39 million, representing 4.5% of its 13F reportable assets under management [2][3][9] Company Overview - NEOS Nasdaq-100 High Income ETF (QQQI) is an actively managed ETF that seeks high income by investing in Nasdaq-100 Index constituents and employing a systematic call-writing strategy [5][6] - As of November 3, 2025, the fund's assets under management (AUM) are $6.01 billion, with a dividend yield of 13.42% and a share price of $55.70 [4][6] Performance Metrics - QQQI has returned 9.3% over the past year, outperforming the S&P 500 by 6.6 percentage points [3] - The fund's annualized dividend yield was reported at 13.4% as of November 4, 2025 [3][4] Investment Strategy - The ETF combines equity exposure to leading Nasdaq-100 companies with an options overlay strategy to enhance income generation [6][10] - The fund's approach aims to maximize yield while maintaining participation in the performance of large-cap growth equities [6] Holdings Breakdown - After the recent filing, QQQI became Chung Wu Investment Group's fourth largest holding, with the following top five holdings: - IVV: $10.86 million (9.0% of AUM) - MSFT: $8.58 million (7.1% of AUM) - DIA: $7.13 million (5.9% of AUM) - QQQI: $5.39 million (4.5% of AUM) - AAPL: $5.25 million (4.4% of AUM) [8]