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 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%	-$2.85K	﹤0.01%	557
2024 Q4	$9.69K	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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

Concord Wealth Partners's QQQH Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2026: 147 shares worth $8.2K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in QQQH as recently as Q4 2025.

Concord Wealth Partners first reported a position in QQQH in Q4 2021 and has held it in 17 quarters since. The position peaked at $119K in Q4 2021. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Concord Wealth Partners held 147 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $8.2K as of Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF was a new Concord Wealth Partners position in Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #599 holding.
Concord Wealth Partners first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $119K in Q4 2021.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.