AIP
QQQH

Ahrens Investment Partners’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Ahrens Investment Partners’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
Q1 		$19.6K Buy
+500
New +$19.1K 0.01% 472
2022
Q3 		– Sell
-500
Closed -$19K – 959
2022
Q2 		$19K Sell
500
-250
-33% -$11.1K 0.01% 517
2022
Q1 		$37K Hold
750
– – 0.01% 460
2021
Q4 		$42K Buy
+750
New +$42.1K 0.02% 441

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Ahrens Investment Partners's QQQH Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023: 500 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in QQQH as recently as Q2 2022.

Ahrens Investment Partners first reported a position in QQQH in Q4 2021 and has held it in 4 quarters since. The position peaked at $42K in Q4 2021. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

  • Ahrens Investment Partners held 500 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $19.6K as of Q1 2023.
  • NEOS Nasdaq-100 Hedged Equity Income ETF was a new Ahrens Investment Partners position in Q1 2023.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #472 holding.
  • Ahrens Investment Partners first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $42K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.