CIA
QQQH

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

Concurrent Investment 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
2024
Q2 		– Sell
-7,069
Closed -$334K – 1087
2024
Q1 		$334K Buy
7,069
+3
+0% +$139 0.01% 650
2023
Q4 		$317K Buy
+7,066
New +$299K 0.01% 634

Other funds holding QQQH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Concurrent Investment Advisors's QQQH Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2024, closing a stake of 7,069 shares — an estimated $334K sold.

Concurrent Investment Advisors first reported a position in QQQH in Q4 2023 and held it in 2 quarters. The position peaked at $334K in Q1 2024. 63 funds tracked by Wall St. Rank hold QQQH as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 7,069 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2024, an estimated $334K.
  • Concurrent Investment Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2023 and held it in 2 quarters.
  • Concurrent Investment Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $334K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.