Creative Planning
QQQH

Creative Planning’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-10,044
Closed -$539K – 2637
2021
Q1 		$539K Buy
10,044
+250
+3% +$13.7K ﹤0.01% 1389
2020
Q4 		$539K Buy
+9,794
New +$525K ﹤0.01% 1271

Other funds holding QQQH

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

Creative Planning's QQQH Position: Q2 2021 in Review

Creative Planning sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2021, closing a stake of 10,044 shares — an estimated $539K sold.

Creative Planning first reported a position in QQQH in Q4 2020 and held it in 2 quarters. The position peaked at $539K in Q1 2021. 52 funds tracked by Wall St. Rank hold QQQH as of Q2 2021.

  • Creative Planning reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 10,044 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2021, an estimated $539K.
  • Creative Planning first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2020 and held it in 2 quarters.
  • Creative Planning's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $539K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.