Atria Wealth Solutions’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$638K	Sell	12,171 -404	-3%	-$20.2K	0.01%	815
2025 Q1	$614K	Buy	12,575 +1,241	+11%	+$64.2K	0.01%	1098
2024 Q4	$591K	Buy	11,334 +1,161	+11%	+$60.3K	0.01%	1181
2024 Q3	$520K	Sell	10,173 -1,894	-16%	-$94.5K	0.01%	1231
2024 Q2	$612K	Buy	12,067 +3,764	+45%	+$180K	0.01%	1137
2024 Q1	$392K	Buy	8,303 +1,760	+27%	+$81.3K	﹤0.01%	1380
2023 Q4	$293K	Buy	+6,543	New	+$277K	﹤0.01%	1519
2023 Q2	–	Sell	-13,750	Closed	-$540K	–	2005
2023 Q1	$540K	Sell	13,750 -7,066	-34%	-$270K	0.01%	1084
2022 Q4	$770K	Sell	20,816 -17,817	-46%	-$679K	0.01%	878
2022 Q3	$1.5M	Sell	38,633 -16,831	-30%	-$675K	0.03%	578
2022 Q2	$2.13M	Buy	55,464 +11,157	+25%	+$494K	0.04%	429
2022 Q1	$2.17M	Buy	+44,307	New	+$2.24M	0.04%	463

Other funds holding QQQH

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

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

DFA

Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Atria Wealth Solutions's QQQH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 3.2% in Q2 2025, selling an estimated $20.2K and leaving 12,171 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #815.

Atria Wealth Solutions first reported a position in QQQH in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.17M in Q1 2022. 67 funds tracked by Wall St. Rank hold QQQH as of Q2 2025.

Atria Wealth Solutions held 12,171 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $638K as of Q2 2025.
Atria Wealth Solutions sold 404 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2025, an estimated $20.2K.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #815 holding.
Atria Wealth Solutions first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $2.17M in Q1 2022.
67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.