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

Buckingham Strategic 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
2024 Q2	$371K	Hold	7,354	–	–	﹤0.01%	540
2024 Q1	$347K	Hold	7,354	–	–	﹤0.01%	548
2023 Q4	$329K	Buy	7,354 +700	+11%	+$29.6K	﹤0.01%	547
2023 Q3	$268K	Hold	6,654	–	–	﹤0.01%	553
2023 Q2	$287K	Buy	+6,654	New	+$270K	﹤0.01%	541
2021 Q3	–	Sell	-6,431	Closed	-$362K	–	620
2021 Q2	$362K	Hold	6,431	–	–	0.01%	426
2021 Q1	$345K	Hold	6,431	–	–	0.02%	406
2020 Q4	$354K	Buy	+6,431	New	+$345K	0.02%	386

Other funds holding QQQH

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

DFA

Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

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

Buckingham Strategic Wealth's QQQH Position: Q2 2024 in Review

Buckingham Strategic Wealth held its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) position steady in Q2 2024 at 7,354 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Buckingham Strategic Wealth first reported a position in QQQH in Q4 2020 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold QQQH as of Q2 2024.

Buckingham Strategic Wealth held 7,354 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $371K as of Q2 2024.
Buckingham Strategic Wealth left its NEOS Nasdaq-100 Hedged Equity Income ETF share count unchanged in Q2 2024.
NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #540 holding.
Buckingham Strategic Wealth first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2020 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.