Concord Wealth Partners
QQQH icon

Concord Wealth Partners’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Concord Wealth Partners’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
Q3 		$8.34K Buy
150
+3
+2% +$164 ﹤0.01% 571
2026
Q2 		$8.2K Buy
+147
New +$8.05K ﹤0.01% 599
2026
Q1 		– Sell
-140
Closed -$7.62K – 832
2025
Q4 		$7.62K Buy
140
+3
+2% +$164 ﹤0.01% 568
2025
Q3 		$7.46K Buy
137
+3
+2% +$160 ﹤0.01% 574
2025
Q2 		$7.02K Buy
134
+3
+2% +$150 ﹤0.01% 589
2025
Q1 		$6.39K Sell
131
-55
-30% -$2.84K ﹤0.01% 557
2024
Q4 		$9.7K Buy
186
+4
+2% +$208 ﹤0.01% 533
2024
Q3 		$9.3K Buy
182
+3
+2% +$150 ﹤0.01% 563
2024
Q2 		$9K Buy
179
+4
+2% +$191 ﹤0.01% 520
2024
Q1 		$8.27K Buy
175
+3
+2% +$139 ﹤0.01% 590
2023
Q4 		$7.7K Buy
172
+3
+2% +$127 ﹤0.01% 592
2023
Q3 		$6.79K Sell
169
-671
-80% -$28.5K ﹤0.01% 678
2023
Q2 		$36.2K Buy
840
+3
+0.4% +$122 0.01% 409
2023
Q1 		$32.9K Buy
837
+3
+0.4% +$115 0.01% 411
2022
Q4 		$30.9K Buy
+834
New +$31.8K 0.01% 464
2022
Q3 		– Sell
-828
Closed -$32K – 1219
2022
Q2 		$32K Sell
828
-1,340
-62% -$59.3K 0.01% 447
2022
Q1 		$106K Buy
2,168
+29
+1% +$1.46K 0.03% 293
2021
Q4 		$119K Buy
+2,139
New +$120K 0.03% 286

Other funds holding QQQH

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Thayer Partners
Thayer Partners Wyndmoor, Pennsylvania $244M AUM 13.2% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Concord Wealth Partners's QQQH Position: Q3 2026 in Review

Concord Wealth Partners increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 2% in Q3 2026, buying an estimated $164 and bringing the position to 150 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Concord Wealth Partners first reported a position in QQQH in Q4 2021 and has held it in 18 quarters since. The position peaked at $119K in Q4 2021. 77 funds tracked by Wall St. Rank hold QQQH as of Q3 2026.

  • Concord Wealth Partners held 150 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $8.34K as of Q3 2026.
  • Concord Wealth Partners bought 3 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q3 2026, an estimated $164.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #571 holding.
  • Concord Wealth Partners first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Concord Wealth Partners's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $119K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.