Carson Wealth (CWM LLC)
QQQH

Carson Wealth (CWM LLC)’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$213K Buy
4,151
+3,901
+1,560% +$209K ﹤0.01% 2694
2025
Q4 		$14K Buy
+250
New +$13.7K ﹤0.01% 4398
2024
Q4 		– Sell
-81
Closed -$4K – 5224
2024
Q3 		$4K Hold
81
– – ﹤0.01% 4229
2024
Q2 		$4K Sell
81
-11
-12% -$526 ﹤0.01% 4019
2024
Q1 		$4K Sell
92
-123
-57% -$5.68K ﹤0.01% 3805
2023
Q4 		$10K Sell
215
-213
-50% -$9.02K ﹤0.01% 3213
2023
Q3 		$17K Sell
428
-608
-59% -$25.8K ﹤0.01% 2807
2023
Q2 		$45K Sell
1,036
-15,319
-94% -$622K ﹤0.01% 2072
2023
Q1 		$643K Buy
+16,355
New +$625K ﹤0.01% 811

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TP
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QQQH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 1,560% in Q1 2026, buying an estimated $209K and bringing the position to 4,151 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Carson Wealth (CWM LLC) first reported a position in QQQH in Q1 2023 and has held it in 9 quarters since. The position peaked at $643K in Q1 2023. 78 funds tracked by Wall St. Rank hold QQQH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,151 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $213K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,901 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2026, an estimated $209K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2694 holding.
  • Carson Wealth (CWM LLC) first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2023 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $643K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.