BWA
QQQH

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

BlueSky 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
2023
Q3 		– Sell
-6,250
Closed -$269K – 81
2023
Q2 		$269K Buy
+6,250
New +$254K 0.05% 64

Other funds holding QQQH

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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlueSky Wealth Advisors's QQQH Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q3 2023, closing a stake of 6,250 shares — an estimated $269K sold.

BlueSky Wealth Advisors first reported a position in QQQH in Q2 2023 and held it in 1 quarter. The position peaked at $269K in Q2 2023. 59 funds tracked by Wall St. Rank hold QQQH as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 6,250 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q3 2023, an estimated $269K.
  • BlueSky Wealth Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $269K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.