CWM
QQQH

Collaborative Wealth Management’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Collaborative Wealth Management’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
-6,756
Closed -$367K – 247
2025
Q4 		$367K Hold
6,756
– – 0.13% 147
2025
Q3 		$368K Hold
6,756
– – 0.15% 130
2025
Q2 		$354K Hold
6,756
– – 0.15% 124
2025
Q1 		$330K Hold
6,756
– – 0.15% 118
2024
Q4 		$352K Hold
6,756
– – 0.16% 119
2024
Q3 		$345K Hold
6,756
– – 0.16% 117
2024
Q2 		$341K Hold
6,756
– – 0.17% 113
2024
Q1 		$319K Hold
6,756
– – 0.16% 117
2023
Q4 		$303K Hold
6,756
– – 0.16% 118
2023
Q3 		$272K Hold
6,756
– – 0.16% 127
2023
Q2 		$291K Hold
6,756
– – 0.17% 128
2023
Q1 		$266K Sell
6,756
-777
-10% -$29.7K 0.17% 137
2022
Q4 		$279K Buy
+7,533
New +$287K 0.18% 134
2021
Q4 		$509K Buy
+9,123
New +$513K 0.28% 115

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 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 $242M AUM
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Collaborative Wealth Management's QQQH Position: Q1 2026 in Review

Collaborative Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2026, closing a stake of 6,756 shares — an estimated $367K sold.

Collaborative Wealth Management first reported a position in QQQH in Q4 2021 and held it in 14 quarters. The position peaked at $509K in Q4 2021. 78 funds tracked by Wall St. Rank hold QQQH as of Q1 2026.

  • Collaborative Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 6,756 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2026, an estimated $367K.
  • Collaborative Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and held it in 14 quarters.
  • Collaborative Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $509K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.