Clearstead Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Clearstead Advisors’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 Q2	$3.73M	Hold	66,742	–	–	0.04%	280
2026 Q1	$3.42M	Buy	66,742 +914	+1%	+$48.9K	0.03%	280
2025 Q4	$3.57M	Buy	65,828 +4,981	+8%	+$272K	0.05%	244
2025 Q3	$3.31M	Buy	60,847 +12,853	+27%	+$686K	0.04%	249
2025 Q2	$2.51M	Buy	47,994 +1,400	+3%	+$70K	0.04%	281
2025 Q1	$2.27M	Buy	+46,594	New	+$2.41M	0.04%	276
2023 Q2	–	Sell	-13,240	Closed	-$520K	–	1450
2023 Q1	$520K	Buy	+13,240	New	+$506K	0.04%	252
2022 Q3	–	Sell	-5,000	Closed	-$192K	–	1384
2022 Q2	$192K	Buy	+5,000	New	+$221K	0.02%	385

Other funds holding QQQH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

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

RAS

RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return

Clearstead Advisors's QQQH Position: Q2 2026 in Review

Clearstead Advisors held its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) position steady in Q2 2026 at 66,742 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #280.

Clearstead Advisors first reported a position in QQQH in Q2 2022 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Clearstead Advisors held 66,742 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $3.73M as of Q2 2026.
Clearstead Advisors left its NEOS Nasdaq-100 Hedged Equity Income ETF share count unchanged in Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #280 holding.
Clearstead Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2022 and has held it in 8 quarters since.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.