Joel Greenblatt's QQQI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 170,523 shares of NEOS Nasdaq 100 High Income ETF (QQQI) worth $9.68 M, representing 0.02% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in QQQI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 97,673 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's NEOS Nasdaq 100 High Income ETF (QQQI) Holding Value Over Time
Track share changes against reported price movement
Quarterly NEOS Nasdaq 100 High Income ETF (QQQI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +97,673 | Add 134.07% | 170,523 | $56.79 |
| Q1 2026 | +14,600 | Add 25.06% | 72,850 | $49.69 |
| Q4 2025 | +9,000 | Add 18.27% | 58,250 | $53.86 |
| Q2 2025 | +49,250 | New Buy | 49,250 | $52.01 |
Joel Greenblatt's NEOS Nasdaq 100 High Income ETF Investment FAQs
Joel Greenblatt first purchased NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2025, acquiring 49,250 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held NEOS Nasdaq 100 High Income ETF (QQQI) for 5 quarters since Q2 2025.
Joel Greenblatt's largest addition to NEOS Nasdaq 100 High Income ETF (QQQI) was in Q2 2026, adding 170,523 shares worth $9.68 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 170,523 shares of NEOS Nasdaq 100 High Income ETF (QQQI), valued at approximately $9.68 M.
As of the Q2 2026 filing, NEOS Nasdaq 100 High Income ETF (QQQI) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in NEOS Nasdaq 100 High Income ETF (QQQI) was 170,523 shares, as reported at the end of Q2 2026.