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

Avior 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
2021 Q4	–	Sell	-227	Closed	-$12K	–	1249
2021 Q3	$12K	Sell	227 -288	-56%	-$16.4K	﹤0.01%	748
2021 Q2	$28K	Hold	515	–	–	﹤0.01%	603
2021 Q1	$27K	Buy	+515	New	+$28.3K	﹤0.01%	604

Other funds holding QQQH

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Avior Wealth Management's QQQH Position: Q4 2021 in Review

Avior Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q4 2021, closing a stake of 227 shares — an estimated $12K sold.

Avior Wealth Management first reported a position in QQQH in Q1 2021 and held it in 3 quarters. The position peaked at $28K in Q2 2021. 99 funds tracked by Wall St. Rank hold QQQH as of Q4 2021.

Avior Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q4 2021 after selling out during the quarter.
Avior Wealth Management sold 227 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q4 2021, an estimated $12K.
Avior Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2021 and held it in 3 quarters.
Avior Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $28K in Q2 2021.
99 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q4 2021.

Based on Avior Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.