DAS
QQQH

Dynamic Advisor Solutions’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-11,243
Closed -$633K – 823
2021
Q2 		$633K Sell
11,243
-53,675
-83% -$2.93M 0.05% 374
2021
Q1 		$3.48M Buy
+64,918
New +$3.57M 0.32% 75

Other funds holding QQQH

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Dynamic Advisor Solutions's QQQH Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q3 2021, closing a stake of 11,243 shares — an estimated $633K sold.

Dynamic Advisor Solutions first reported a position in QQQH in Q1 2021 and held it in 2 quarters. The position peaked at $3.48M in Q1 2021. 73 funds tracked by Wall St. Rank hold QQQH as of Q3 2021.

  • Dynamic Advisor Solutions reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q3 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,243 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q3 2021, an estimated $633K.
  • Dynamic Advisor Solutions first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $3.48M in Q1 2021.
  • 73 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.