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

Atticus 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
2024 Q2	–	Sell	-894	Closed	-$42.2K	–	578
2024 Q1	$42.2K	Buy	894 +17	+2%	+$786	0.01%	263
2023 Q4	$39.3K	Buy	877 +17	+2%	+$720	0.01%	265
2023 Q3	$34.7K	Buy	860 +17	+2%	+$721	0.01%	286
2023 Q2	$36.3K	Buy	843 +16	+2%	+$650	0.01%	290
2023 Q1	$32.5K	Buy	+827	New	+$31.6K	0.01%	286

Other funds holding QQQH

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atticus Wealth Management's QQQH Position: Q2 2024 in Review

Atticus Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2024, closing a stake of 894 shares — an estimated $42.2K sold.

Atticus Wealth Management first reported a position in QQQH in Q1 2023 and held it in 5 quarters. The position peaked at $42.2K in Q1 2024. 63 funds tracked by Wall St. Rank hold QQQH as of Q2 2024.

Atticus Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 894 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2024, an estimated $42.2K.
Atticus Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2023 and held it in 5 quarters.
Atticus Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $42.2K in Q1 2024.
63 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.