AWM
QQQH

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

AE 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
2026
Q2 		$23.1K Buy
413
+281
+213% +$15.4K ﹤0.01% 2233
2026
Q1 		$6.76K Sell
132
-4,499
-97% -$241K ﹤0.01% 2337
2025
Q4 		$251K Buy
4,631
+123
+3% +$6.72K ﹤0.01% 1398
2025
Q3 		$245K Buy
4,508
+2
+0% +$107 ﹤0.01% 1294
2025
Q2 		$236K Buy
4,506
+2
+0% +$100 ﹤0.01% 1231
2025
Q1 		$220K Sell
4,504
-11,372
-72% -$588K ﹤0.01% 1233
2024
Q4 		$827K Sell
15,876
-260
-2% -$13.5K 0.01% 755
2024
Q3 		$824K Buy
16,136
+1,122
+7% +$56K 0.01% 747
2024
Q2 		$757K Buy
15,014
+349
+2% +$16.7K 0.01% 779
2024
Q1 		$692K Sell
14,665
-3,585
-20% -$166K 0.01% 747
2023
Q4 		$840K Buy
18,250
+7,031
+63% +$298K ﹤0.01% 1218
2023
Q3 		$452K Buy
11,219
+3,608
+47% +$153K ﹤0.01% 1431
2023
Q2 		$328K Sell
7,611
-3,918
-34% -$159K ﹤0.01% 1578
2023
Q1 		$453K Buy
11,529
+496
+4% +$19K ﹤0.01% 1392
2022
Q4 		$408K Sell
11,033
-1,350
-11% -$51.5K ﹤0.01% 1387
2022
Q3 		$481K Sell
12,383
-315
-2% -$12.6K ﹤0.01% 1284
2022
Q2 		$488K Sell
12,698
-1,976
-13% -$87.5K ﹤0.01% 1218
2022
Q1 		$720K Buy
14,674
+5,533
+61% +$279K ﹤0.01% 1059
2021
Q4 		$510K Buy
9,141
+2,935
+47% +$165K ﹤0.01% 1243
2021
Q3 		$341K Buy
+6,206
New +$353K ﹤0.01% 1314

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CA
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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guilbault Capital Metairie, Louisiana $99.6M AUM

AE Wealth Management's QQQH Position: Q2 2026 in Review

AE Wealth Management increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 213% in Q2 2026, buying an estimated $15.4K and bringing the position to 413 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

AE Wealth Management first reported a position in QQQH in Q3 2021 and has held it in 20 quarters since. The position peaked at $840K in Q4 2023. 55 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • AE Wealth Management held 413 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $23.1K as of Q2 2026.
  • AE Wealth Management bought 281 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $15.4K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2233 holding.
  • AE Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and has held it in 20 quarters since.
  • AE Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $840K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.