CIAS
QQQH

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

CFS 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
2022
Q4 		– Sell
-5,015
Closed -$86K – 288
2022
Q3 		$86K Buy
+5,015
New +$201K 0.02% 126
2022
Q2 		– Sell
-16,218
Closed -$156K – 554
2022
Q1 		$156K Buy
+16,218
New +$819K 0.68% 29

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

CFS Investment Advisory Services's QQQH Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q4 2022, closing a stake of 5,015 shares — an estimated $86K sold.

CFS Investment Advisory Services first reported a position in QQQH in Q1 2022 and held it in 2 quarters. The position peaked at $156K in Q1 2022. 73 funds tracked by Wall St. Rank hold QQQH as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 5,015 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q4 2022, an estimated $86K.
  • CFS Investment Advisory Services first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $156K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.