NVIDIA

Apple

Microsoft

Amazon

Broadcom

Tesla

Costco

Alphabet

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.

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

Neos S&P 500 High Income ETF

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

Altria

Realty Income Corp

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.

NEOS Investments Announces April ETF Suite Distributions

Instability in the Middle East, decreasing probability of a rate cut, and poor performance from Netflix and Nvidia led to a decline in the markets. The Dividend Harvesting Portfolio saw an increase in profitability despite the overall market downturn.

Dividend Harvesting Portfolio Week 164: $16,400 Allocated, $1,466.94 In Projected Dividends

Market choppiness persists ahead of key economic data later this week. Even earnings beats prove difficult to lift equity performance as interest rate concerns weigh heavily on investors' minds.

Equity Income ETFs Draw Investors Amid Volatility

Six major companies, including Tesla, Meta Platforms, Alphabet, and Microsoft, are scheduled to report their Q1 2024 earnings in the upcoming weeks. Tensions between Israel and Iran remain unstable, potentially impacting oil prices. I plan to add NEOS Nasdaq-100 High Income ETF (QQQI) due to its potential for income generation and capital appreciation.

QQQI: I Am Buying The Dip Headed Into Tech Earnings Yielding 14.28%

The recently launched NEOS Nasdaq 100 High Income ETF (QQQI) crossed $100 million in AUM. Given the fund's distribution yields, it's no wonder investors continue flocking to QQQI for targeted income within the tech-heavy Nasdaq.

Nasdaq Income ETF QQQI Crosses $100 Million

Consumer spending beat expectations last month while consumer confidence fell slightly. The divergence is all part of a larger trend — a tale of two markets — that underscores the uncertainty investors face this year.

Enhance Your Tax-Efficient Income in Troubled Times

Market volatility rose in the wake of March's hot CPI print. Investors looking to benefit from volatility within the tech-heavy Nasdaq-100 should consider the NEOS Nasdaq 100 High Income ETF (QQQI).

Turn Tech Sector Volatility Into Income With QQQI

QQQI is an ETF that aims to deliver high, predictable, and tax-efficient monthly income by investing in the Nasdaq-100 Index by employing a laddered call option strategy. QQQI has a current TTM yield of 14.28% and aims to maintain a yield of 12-15% while also seeking prospects for capital appreciation. I believe the fund's NAV and distribution growth should be monitored carefully to ensure it's returns can outpace inflation sustainably.

QQQI: A High-Yielding, Tax-Efficient Income Investment I'm Keeping My Eye On

British American Tobacco

SL Green Realty

Fed Chair Powell delivers dovish message, predicts 3 rate cuts in 2024. Dividend Harvesting Portfolio reaches record profitability and balance.

Dividend Harvesting Portfolio Week 160: $16,000 Allocated, $1,420.50 In Projected Dividends

JPMorgan Equity Premium Income ETF

The last two years benefited options-based strategies enormously as investors sought to boost their income in challenging markets. I recently sat down with Troy Cates, co-founder and managing partner at NEOS investments LLC, to talk about the firm's most recent fund launch and the mainstreaming of options-based strategies.

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