Accel Wealth Management’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Accel Wealth Management’s Portfolio QQQH Stock Details QQQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,096	Closed	-$82.4K	–	914
2023 Q1	$82.4K	Sell	2,096 -218	-9%	-$8.34K	0.03%	370
2022 Q4	$85.6K	Buy	2,314 +355	+18%	+$13.5K	0.04%	266
2022 Q3	$77K	Buy	1,959 +4	+0.2%	+$160	0.04%	286
2022 Q2	$76K	Hold	1,955	–	–	0.04%	278
2022 Q1	$96K	Hold	1,955	–	–	0.05%	262
2021 Q4	$109K	Buy	+1,955	New	+$110K	0.05%	248

Other funds holding QQQH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Accel Wealth Management's QQQH Position: Q2 2023 in Review

Accel Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2023, closing a stake of 2,096 shares — an estimated $82.4K sold.

Accel Wealth Management first reported a position in QQQH in Q4 2021 and held it in 6 quarters. The position peaked at $109K in Q4 2021. 71 funds tracked by Wall St. Rank hold QQQH as of Q2 2023.

Accel Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,096 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2023, an estimated $82.4K.
Accel Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $109K in Q4 2021.
71 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.