AAS
QQQH

Avantax Advisory Services’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Avantax Advisory Services’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 		$228K Buy
+4,359
New +$218K ﹤0.01% 2112
2025
Q1 		– Sell
-4,217
Closed -$220K – 2342
2024
Q4 		$220K Sell
4,217
-328
-7% -$17K ﹤0.01% 1995
2024
Q3 		$232K Sell
4,545
-437
-9% -$21.8K ﹤0.01% 1924
2024
Q2 		$251K Sell
4,982
-877
-15% -$41.9K ﹤0.01% 1813
2024
Q1 		$277K Sell
5,859
-357
-6% -$16.5K ﹤0.01% 1346
2023
Q4 		$278K Buy
6,216
+126
+2% +$5.34K ﹤0.01% 1278
2023
Q3 		$245K Sell
6,090
-900
-13% -$38.2K ﹤0.01% 1307
2023
Q2 		$301K Sell
6,990
-1,422
-17% -$57.7K ﹤0.01% 1182
2023
Q1 		$331K Sell
8,412
-1,915
-19% -$73.2K ﹤0.01% 1102
2022
Q4 		$382K Sell
10,327
-1,593
-13% -$60.7K 0.01% 987
2022
Q3 		$463K Sell
11,920
-2,790
-19% -$112K 0.01% 812
2022
Q2 		$565K Sell
14,710
-960
-6% -$42.5K 0.01% 734
2022
Q1 		$774K Sell
15,670
-11,889
-43% -$600K 0.01% 630
2021
Q4 		$1.54M Buy
27,559
+3,257
+13% +$183K 0.02% 413
2021
Q3 		$1.33M Buy
24,302
+10,207
+72% +$580K 0.02% 412
2021
Q2 		$791K Buy
14,095
+7,182
+104% +$392K 0.01% 539
2021
Q1 		$372K Buy
+6,913
New +$380K 0.01% 719

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
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

Avantax Advisory Services's QQQH Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2025: 4,359 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in QQQH as recently as Q4 2024.

Avantax Advisory Services first reported a position in QQQH in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.54M in Q4 2021. 67 funds tracked by Wall St. Rank hold QQQH as of Q2 2025.

  • Avantax Advisory Services held 4,359 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $228K as of Q2 2025.
  • NEOS Nasdaq-100 Hedged Equity Income ETF was a new Avantax Advisory Services position in Q2 2025.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2112 holding.
  • Avantax Advisory Services first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2021 and has held it in 17 quarters since.
  • Avantax Advisory Services's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $1.54M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.