DWM
QQQH

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

Dogwood 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
Q2 		$114K Buy
2,042
+420
+26% +$23K 0.05% 100
2026
Q1 		$83.1K Buy
1,622
+36
+2% +$1.93K 0.04% 119
2025
Q4 		$86.1K Buy
1,586
+35
+2% +$1.91K 0.04% 109
2025
Q3 		$84.4K Buy
1,551
+36
+2% +$1.92K 0.04% 109
2025
Q2 		$79.5K Buy
1,515
+30
+2% +$1.5K 0.04% 105
2025
Q1 		$72.5K Buy
1,485
+31
+2% +$1.6K 0.04% 105
2024
Q4 		$75.8K Buy
+1,454
New +$75.5K 0.04% 107

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Dogwood Wealth Management's QQQH Position: Q2 2026 in Review

Dogwood Wealth Management increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 26% in Q2 2026, buying an estimated $23K and bringing the position to 2,042 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #100.

Dogwood Wealth Management first reported a position in QQQH in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • Dogwood Wealth Management held 2,042 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $114K as of Q2 2026.
  • Dogwood Wealth Management bought 420 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $23K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Dogwood Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.