Apple

NVIDIA

Microsoft

Broadcom

Tesla

Amazon

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.

Avantis U.S. Small Cap Value ETF

JPMorgan BetaBuilders Europe ETF

Invesco Senior Loan ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Equity ETF

Blackrock US Equity Factor Rotation ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares Core S&P Mid-Cap ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

Janus Henderson AAA CLO ETF

JPMorgan Equity Premium Income ETF

PIMCO Enhanced Short Maturity Active ETF

Global X NASDAQ 100 Covered Call ETF

Invesco S&P 500 Equal Weight ETF

Schwab US Dividend Equity ETF

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

Neos S&P 500 High Income ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.

The ETF Flowdown: Wrapping Up 2024

Neos Enhanced Income Aggregate Bond Etf

Volatility remains a market mainstay of the last few years, creating challenges and opportunities for investors. While the forward-looking path of inflation and interest rates continues to be uncertain, volatility will likely linger.

The Top 4 Tax Efficient Income Stories of 2024

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments LLC, an innovative ETF issuer known for its tax-efficient income strategies, announces that Aretex Capital Partners, along with ETF industry expert Tom Lydon, acquired a minority interest in the company. “We are excited to welcome Andrew Feller, David Badham and Tom Lydon. This partnership allows NEOS to continue focusing on what we value most, our clients, and delivering innovative products to meet their income needs. Additionally, they each b.

NEOS Investments Announces Strategic Investment from Aretex Capital and Tom Lydon

Ares Capital

Altria

Realty Income Corp

This week, the markets saw mixed results with the S&P 500 declining by -0.52% and the Nasdaq climbing 0.47%, while inflation data solidified expectations for a Fed rate cut. The Dividend Harvesting Portfolio's profitability declined by -1.82%, but I remain bullish on the market and excited about potential tailwinds in 2025, including lower interest rates and corporate taxes. I added to positions in Realty Income, Ares Capital, and NEOS NASDAQ-100 High Income ETF, boosting my forward projected annualized dividend income to $1,898.52.

Dividend Harvesting Portfolio Week 198: $19,800 Allocated, $1,898.52 In Projected Dividends

Funds that generate high yields from mega-cap AI powerhouses are a very attractive portfolio diversification instrument for income investors. QQQI and QYLD are two such funds. We compare them side-by-side and share our view on their suitability for inclusion in an income portfolio.

11%+ Yields From AI Stocks: QQQI Vs. QYLD

Tech investors looking to diversify their portfolio and earn high monthly income would do well to consider the NEOS Nasdaq 100 High Income ETF (QQQI). Launched at the end of January, the fund currently offers total returns more than 20% returns year-to-date.

High Income-Oriented QQQI Offers 21% Returns YTD

Blackstone Secured Lending Fund

This week saw market gains and a slight decline in my Dividend Harvesting Portfolio, emphasizing the importance of staying grounded and vigilant in investing. The portfolio's profitability stands at 27.94%, with forward annualized dividend income reaching $1,889.19, showcasing the success of my diversified, income-focused strategy. I added to NEOS S&P 500 High Income ETF and Blackstone Secured Lending Fund, boosting dividend income and positioning for future growth in a lower rate environment.

Dividend Harvesting Portfolio Week 197: $19,700 Allocated, $1,889.19 In Projected Dividends

QQQI's unique call option strategy generates high income without capping upside potential, making it superior to traditional covered call ETFs. The ETF has shown significant growth, with AUM increasing by 65% in 3.5 months, and it offers a forward 12-month yield of 13.67%. Market conditions in 2025, including lower interest rates and potential corporate tax cuts, are expected to favor technology stocks, boosting QQQI's performance.

QQQI: Don't Sleep On This Income-Producing ETF On Track To Exceed A 13% Yield

Morgan Stanley

Starwood Property

AT&T

Verizon

The S&P 500 is projected to finish between 6,700 and 7,200 in 2025, driven by lower Fed rates and potential corporate tax cuts. The Dividend Harvesting Portfolio reached new all-time highs with a 29.08% return, generating $1,876.88 in forward annualized dividend income. Consistent weekly investments and reinvesting dividends have significantly grown the portfolio, showcasing the power of income investing even with limited capital.

Dividend Harvesting Portfolio Week 196: $19,600 Allocated, $1,876.88 In Projected Dividends

NEOS Bitcoin High Income ETF

Neos Enhanced Income Cash Alternative Etf

NEOS Enhanced Income Credit Select ETF

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

NEOS Nasdaq-100 Hedged Equity Income ETF

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November 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 November 2024 Ex-Div Date (11/20/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.

NEOS Investments Announces November ETF Suite Distributions

Avantis US Large Cap Value ETF

Capital Group World Dividend Growers Etf

Eaton Vance Floating-Rate ETF

VictoryShares Free Cash Flow ETF

Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.

Beyond the Behemoths: Smaller ETF Standouts of 2024

The NEOS NASDAQ-100(R) High Income ETF uses a data-driven call option strategy to enhance yield, offering a 14.35% distribution rate. QQQI combines passive NASDAQ-100 exposure with options trading, generating monthly income but capping upside potential during market rallies. The ETF outperformed similar funds due to its flexible call option strategy and credit call spreads.

QQQI: Steady Income With A Tech Twist

Markets and investors anxiously await election results as U.S. voting continues today. Whichever way the presidential election goes, advisors and investors anticipate enhanced short-term volatility.

Your Volatility Play This Election & Beyond

NEOS Nasdaq-100 High Income ETF (QQQI) offers a high dividend yield of 14% and distributions are paid on a monthly basis. QQQI actually holds the underlying equities, which reduces overall risk and provides a meaningful amount of tech exposure. The distributions are supported by the premiums collected from the underlying option strategy. QQQI implements an OTM option strategy which allows for capital appreciation.

QQQI: Boosting Your Dividend Income For Retirement With Covered Call Strategy

As the end of the year draws closer, advisors and investors increasingly seek to optimize their portfolio's tax efficiency. The NEOS High Income ETF suite is worth consideration, providing exposure across core asset classes while adding layers of tax efficient income.

Boost Your Portfolio's Tax Efficiency With NEOS ETFs

In a sea of options-based strategies, standing out may prove challenging for some firms. However, that's not the case for NEOS Investments, a firm that brings a long history of options-based experience to bear in its expanding high income ETF lineup.

Your Income Playbook for 2024 and Beyond

REX FANG & Innovation Equity Premium Income ETF

Roundhill Innovation-100 0DTE Covered Call Strategy ETF

Covered Call ETFs like QYLD, FEPI, QQQI, and QDTE offer high yields by selling call options on Nasdaq 100 stocks, appealing to income-focused investors. FEPI, launched in October 2023, owns shares of top tech stocks and yields about 25%, outperforming QYLD in recent bull markets. QQQI, launched in January 2024, offers a 14% yield with a tax-efficient income stream, while QDTE, launched in March 2024, provides weekly distributions with a 31% yield.

Comparing 3 New And 1 Older Covered Call ETFs Offering High-Yield Income From Tech Stocks

Launched at the end of January, the NEOS Nasdaq 100 High Income ETF (QQQI) recently crossed $500 million in AUM. The fund remains a consistent performer within its category, offering high income and tax efficiency within the Nasdaq-100 Index.

Nasdaq-100 Income ETF QQQI Crosses $500 Million

Options-based strategies appear here to stay, as broad adoption remains ongoing for institutional and retail investors alike. One firm, NEOS Investments, continues to carve out market share within the space.

NEOS Investments Thriving 2 Years Later

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces September 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 September 2024 Ex-Div Date (9/25/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Russell 2000 High Income.

NEOS Investments Announces September ETF Suite Distributions

QQQI's dynamic options strategy and occasional call spreads enable it to outperform other NASDAQ 100 buy-write funds, yielding 15.16% without sacrificing total returns. QQQI's tax advantages include 60/40 long and short-term capital gains treatment and return of capital distributions, reducing tax burdens for investors. The math must add up, however. The larger distributions are offset by a smaller gain in market value.

QQQI: Dynamic Options Strategy Provides Better Capital Appreciation/Income Balance

REX AI Equity Premium Income ETF

CTO Realty Growth

Enbridge

Kinder Morgan

SL Green Realty

The Dividend Harvesting Portfolio rebounded sharply, achieving a 23.32% ROI and generating $1,726.55 in forward dividend income, benefiting from anticipated rate cuts. Added to positions in Ford, British American Tobacco, and CTO Realty Growth, focusing on high-yield stocks and potential dividend increases. Portfolio diversification remains key, with no position exceeding 5% and sectors under 20%, aiming for consistent income and risk mitigation.

Dividend Harvesting Portfolio Week 185: $18,500 Allocated, $1,726.55 In Projected Dividends

Market volatility remains an elevated risk in the latter half of the year. Investors looking to harness Nasdaq volatility for income would do well to consider the NEOS Nasdaq 100 High Income ETF (QQQI), given its outperformance among peers.

QQQI Outperforms Among Nasdaq Income ETF Peers

Market volatility continues as investors anxiously await the Friday jobs report after a week of economic data indicating continued economic slowing. While the data proves favorable for rate cuts, economic weakening could spell trouble in the long term.

Get Paid to Wait Out Market Volatility With Options Strategies

PIMCO Dynamic Income Fund

Fed Chair Powell signals rate cuts are imminent, with a 76% chance of a 25 bps cut in September and a 24% chance of a 50 bps cut. The Dividend Harvesting Portfolio reaches an all-time high in account value and forward income, with a 21.07% ROI on invested capital. Portfolio composition includes a focus on REITs, ETFs, CEFs, and BDCs, with a goal of generating recurring income and mitigating downside risk.

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