BW
QQQH

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

Bison Wealth’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
Q2 		– Sell
-1,525
Closed -$75K – 379
2022
Q1 		$75K Buy
+1,525
New +$77K 0.04% 246

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bison Wealth's QQQH Position: Q2 2022 in Review

Bison Wealth sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2022, closing a stake of 1,525 shares — an estimated $75K sold.

Bison Wealth first reported a position in QQQH in Q1 2022 and held it in 1 quarter. The position peaked at $75K in Q1 2022. 83 funds tracked by Wall St. Rank hold QQQH as of Q2 2022.

  • Bison Wealth reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2022 after selling out during the quarter.
  • Bison Wealth sold 1,525 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2022, an estimated $75K.
  • Bison Wealth first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2022 and held it in 1 quarter.
  • Bison Wealth's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $75K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2022.

Based on Bison Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.