B. Riley Wealth Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

B. Riley Wealth Advisors’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
2022 Q1	–	Sell	-9,191	Closed	-$514K	–	1523
2021 Q4	$514K	Buy	9,191 +3,045	+50%	+$171K	0.01%	792
2021 Q3	$338K	Buy	6,146 +320	+5%	+$18.2K	0.01%	984
2021 Q2	$328K	Buy	5,826 +1,309	+29%	+$71.4K	0.01%	972
2021 Q1	$243K	Buy	+4,517	New	+$248K	0.01%	1105

Other funds holding QQQH

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

DWM

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

B. Riley Wealth Advisors's QQQH Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 9,191 shares — an estimated $514K sold.

B. Riley Wealth Advisors first reported a position in QQQH in Q1 2021 and held it in 4 quarters. The position peaked at $514K in Q4 2021. 97 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

B. Riley Wealth Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,191 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $514K.
B. Riley Wealth Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2021 and held it in 4 quarters.
B. Riley Wealth Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $514K in Q4 2021.
97 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.