AFW
QQQH

Atlantic Family Wealth’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Atlantic Family Wealth’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 		$356K Sell
6,377
-2,481
-28% -$136K 0.23% 34
2026
Q1 		$454K Hold
8,858
– – 0.33% 23
2025
Q4 		$481K Hold
8,858
– – 0.36% 20
2025
Q3 		$482K Hold
8,858
– – 0.37% 19
2025
Q2 		$464K Hold
8,858
– – 0.4% 19
2025
Q1 		$432K Sell
8,858
-1
-0% -$52 0.4% 19
2024
Q4 		$462K Buy
+8,859
New +$460K 0.55% 18

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Atlantic Family Wealth's QQQH Position: Q2 2026 in Review

Atlantic Family Wealth reduced its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 28% in Q2 2026, selling an estimated $136K and leaving 6,377 shares worth $356K. The position accounts for 0.23% of the portfolio, ranked #34.

Atlantic Family Wealth first reported a position in QQQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $482K in Q3 2025. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • Atlantic Family Wealth held 6,377 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $356K as of Q2 2026.
  • Atlantic Family Wealth sold 2,481 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $136K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.23% of Atlantic Family Wealth's portfolio in Q2 2026, its #34 holding.
  • Atlantic Family Wealth first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $482K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.