Capital Investment Advisory Services’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Capital Investment Advisory Services’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
2026 Q1	–	Sell	-630	Closed	-$34.2K	–	1255
2025 Q4	$34.2K	Hold	630	–	–	﹤0.01%	888
2025 Q3	$34.3K	Hold	630	–	–	﹤0.01%	833
2025 Q2	$33K	Hold	630	–	–	﹤0.01%	810
2025 Q1	$30.8K	Hold	630	–	–	﹤0.01%	766
2024 Q4	$32.8K	Sell	630 -650	-51%	-$33.8K	﹤0.01%	706
2024 Q3	$65.4K	Hold	1,280	–	–	0.01%	643
2024 Q2	$64.5K	Hold	1,280	–	–	0.01%	629
2024 Q1	$60.4K	Buy	+1,280	New	+$59.1K	0.01%	634
2023 Q3	–	Sell	-503	Closed	-$21.7K	–	979
2023 Q2	$21.7K	Buy	503 +10	+2%	+$406	﹤0.01%	693
2023 Q1	$19.4K	Buy	493 +9	+2%	+$344	﹤0.01%	687
2022 Q4	$17.9K	Buy	+484	New	+$18.5K	﹤0.01%	701

Other funds holding QQQH

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $210M AUM

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Capital Investment Advisory Services's QQQH Position: Q1 2026 in Review

Capital Investment Advisory Services sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2026, closing a stake of 630 shares — an estimated $34.2K sold.

Capital Investment Advisory Services first reported a position in QQQH in Q4 2022 and held it in 11 quarters. The position peaked at $65.4K in Q3 2024. 78 funds tracked by Wall St. Rank hold QQQH as of Q1 2026.

Capital Investment Advisory Services reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 630 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2026, an estimated $34.2K.
Capital Investment Advisory Services first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2022 and held it in 11 quarters.
Capital Investment Advisory Services's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $65.4K in Q3 2024.
78 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.