Action Point Financial Planning’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Action Point Financial Planning’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
2026 Q2	$112	Buy	+2	New	+$110	﹤0.01%	2725

Other funds holding QQQH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Action Point Financial Planning's QQQH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2026: 2 shares worth $112. The stake represents ﹤0.01% of the portfolio and ranks #2725 among its holdings.

87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Action Point Financial Planning held 2 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $112 as of Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF was a new Action Point Financial Planning position in Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2725 holding.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.