Betterment LLC
QQQH

Betterment LLC’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Betterment LLC’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
Q1 		– Sell
-5,232
Closed -$234K – 365
2023
Q4 		$234K Buy
+5,232
New +$222K ﹤0.01% 302
2022
Q2 		– Sell
-5,214
Closed -$256K – 240
2022
Q1 		$256K Buy
+5,214
New +$263K ﹤0.01% 211

Other funds holding QQQH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Betterment LLC's QQQH Position: Q1 2024 in Review

Betterment LLC sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2024, closing a stake of 5,232 shares — an estimated $234K sold.

Betterment LLC first reported a position in QQQH in Q1 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2022. 66 funds tracked by Wall St. Rank hold QQQH as of Q1 2024.

  • Betterment LLC reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2024 after selling out during the quarter.
  • Betterment LLC sold 5,232 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2024, an estimated $234K.
  • Betterment LLC first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2022 and held it in 2 quarters.
  • Betterment LLC's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $256K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2024.

Based on Betterment LLC's 13F filing for Q1 2024, filed 10 May 2024.