Apple

NVIDIA

Microsoft

Broadcom

Amazon

Tesla

Alphabet

Costco

Neos Nasdaq-100 High Income ETF

QQQI seeks high monthly income through NASDAQ-100 stocks and call options, pursuing potential equity growth in a tax-efficient manner.

REX AI Equity Premium Income ETF

Blackstone Secured Lending Fund

Enbridge

FS KKR Capital Corp

Week 181 saw the Dividend Harvesting Portfolio set new records, with an all-time high in portfolio balance, profitability, and forward dividend income. The portfolio is up 19.57% on invested capital, generating $1,657.29 in estimated forward annualized dividend income with a 7.65% yield. Dividend income per investment basket includes equities at 27.70%, ETFs at 25.82%, REITs at 17.53%, CEFs at 16.96%, and BDCs at 11.99%.

Dividend Harvesting Portfolio Week 181: $18,100 Allocated, $1,657.29 In Projected Dividends

QQQI ETF is gaining popularity among income investors, adding $300.58 million in AUM in less than 4 months. QQQI utilizes call option overlay strategy to generate income, on track to generate around 14% of distributed income in the first 12 months. Risks include concentration on Nasdaq 100, potential impact of tech correction, and opportunity costs compared to S&P 500 or Nasdaq.

QQQI: Designed For Income And On Track To Yield Around 14%

The NEOS Nasdaq 100 High Income ETF (QQQI) hit six-months of trading at the end of last month. The fund offers both tax-efficient income and noteworthy upside capture since inception.

At 6 Months, QQQI Offers Notable Yields and Upside Capture

Neos S&P 500 High Income ETF

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

The recently launched NEOS Russell 2000 High Income ETF (IWMI) just crossed its first full month of trading. The fund logged a distribution yield of 14.03% in July, making it an attractive entrant into the small-cap and income space.

IWMI Roars Out of the Gate With 14.03% Distribution Yield

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

For investors at or near retirement, making the most of income matters. Increasing the tax efficiency of a retiree's income portfolio with the NEOS ETF suite may offer several benefits.

How to Augment Your Retirement Income for Tax Efficiency

Altria

Realty Income Corp

Markets experienced a rotation out of tech stocks, IT departments panicked due to cybersecurity bug, S&P 500 closed down -2.41%. Dividend Harvesting Portfolio saw record-breaking week, generated $33.49 in dividend income, ROI of 17.49% on invested capital. Portfolio composition includes equities, ETFs, REITs, CEFs, and BDCs, with individual equities representing 38.63% of the portfolio.

Dividend Harvesting Portfolio Week 177: $17,700 Allocated, $1,594.04 In Projected Dividends

Options strategies continue to prove popular with a growing contingent of advisors and investors. Troy Cates and Garrett Paolella, co-founders, managing partners, and PMs at NEOS Investments, recently discussed the portfolio benefits of these strategies.

Why Options Strategies Remain Popular in 2024

Schwab US Dividend Equity ETF

Dividend investors now have more options to choose from. Although dividend stocks have become more attractive, there is still merit to considering growth. Since the interest rates are high, going long growth does not necessarily have to come with a huge sacrifice on the yield.

2 Yield-Driven ETFs That Are Not Only About Dividend Income

JPMorgan Nasdaq Equity Premium Income ETF

QQQI Or JEPQ, Which Income Fund Is Better?

While the market outlook for interest rate cuts becomes increasingly more optimistic, several economic and macro risk factors loom in the second half. Advisors and investors should consider the tax treatment of their distribution streams when working to optimize their portfolio's performance in a challenging environment.

Consider Distribution Taxation When Optimizing Portfolios

NEOS NASDAQ-100(R) High Income ETF is an actively managed income-seeking vehicle that relies on Nasdaq 100 based option strategies. The beauty of QQQI is its ability to accommodate high double-digit distribution yields without completely foregoing the price appreciation potential. An additional element, which enhances the attractiveness of QQQI, is the combination of return potential stemming from rising VIX and being exposed to the Nasdaq 100 index.

QQQI: Opportunistic Way To Access Double Digit Yield Without Losing Upside Potential

In a market of muddled sentiment, the NEOS S&P 500 High Income ETF (SPYI) continues to prove popular with investors. The fund recently crossed over $1.5 billion in AUM with ongoing, consistent inflows.

SPYI Sails Past $1.5 Billion AUM

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces June monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the June 2024 Ex-Div Date (6/26/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Nasdaq-100 High Income ETF (QQQI) 1.

NEOS Investments Announces June ETF Suite Distributions

NEOS Investments launched its newest options-based income ETF today, this time with a focus on small-caps. The Russell 2000 High Income ETF (IWMI) is the fifth entry to the tax-efficient, high income ETF suite offered by the firm.

NEOS Launches Small-Cap Income ETF IWMI

Investors do not lack choices when it comes to income strategies, but one recently launched tech-focused income fund continues to draw interest. Launched earlier this year, the NEOS Nasdaq 100 High Income ETF (QQQI) passed $250 million in AUM this month.

Nasdaq-100 Income ETF QQQI Surpasses $250 Million

Covered-call strategies gained popularity for their attractive income potential, but at a cost to upside capture. The NEOS Nasdaq 100 High Income ETF (QQQI) is changing the game, offering better upside capture alongside tax efficient, high income.

Capture More Nasdaq-100 Upside With Income ETF QQQI

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

The NEOS suite of actively managed income ETFs offers tax-efficient income across core holdings. These include equities, bonds, and cash alternatives.

Boost Your Core Portfolio Income Tax Efficiency With NEOS

QQQI is a new covered call ETF that aims to distribute high monthly income aligned with the Nasdaq-100 index. QQQI uses an out-the-money option strategy, allowing for potential upside price movement to be captured. This is a better alternative to at-the-money option strategies. The ETF has a diverse portfolio with a heavy focus on the tech sector, which may benefit from higher levels of volatility.

QQQI: Collecting A High Yield From Tech With Covered Calls

Market volatility persists heading into the summer months as investors weigh the impact of a slowing economy. Investors looking to increase income in their tech exposures and benefit from volatility continue buying into the NEOS Nasdaq 100 High Income ETF (QQQI) since its launch in late January.

Turn Tech Volatility Into Income With QQQI

Equity investors must currently contend with soaring valuations, concentration risk, volatility, and more within stocks. As more investors look to alternatives for opportunity, covered call ETFs prove increasingly popular, and for good reason.

Looking for an Equity Alternative? Consider Covered Call ETFs

ProShares Nasdaq-100 High Income ETF

Global X Nasdaq 100 Risk Managed Income ETF

Global X NASDAQ 100 Tail Risk ETF

It looks like we are feeling good about markets these days, which are hovering at all-time highs, but not completely confident in what comes next.

Behind the Rising Tide in Alternatives ETFs

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces May monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the May 2024 Ex-Div Date (5/22/2024)   Distribution Yield* Amount / Share (%) Amount / Share ($) Distribution Frequency Expense Ratio Nasdaq-100 High Income ETF (QQQI) 14.56%.

NEOS Investments Announces May ETF Suite Distributions

BlackRock Science & Technology

Amazon and Apple reported earnings, while the Fed Chair stated that a rate cut is likely unless there are significant changes.

Dividend Harvesting Portfolio Week 166: $16,600 Allocated, $1,490.16 In Projected Dividends

Pfizer

Verizon

Tesla's Q1 2024 earnings led to a jump in shares, while Meta Platforms experienced a significant drawdown.

Dividend Harvesting Portfolio Week 165: $16,500 Allocated, $1,478.71 In Projected Dividends

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces April monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the April 2024 Ex-Div Date (4/24/2024)   Distribution Yield* Amount / Share (%) Amount / Share ($) Distribution Frequency Expense Ratio Nasdaq-100 High Income ETF (QQQI) 14.

News for Neos Nasdaq-100 High Income ETF ETF (QQQI)