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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$14K Buy
2024
Q4
Sell
2024
Q3
$4K Hold
2024
Q2
$4K Sell
2024
Q1
$4K Sell
2023
Q4
$10K Sell
2023
Q3
$17K Sell
2023
Q2
$45K Sell
2023
Q1
$643K Buy