EWA
QQQH

EP Wealth Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

EP Wealth 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
2025
Q1 		– Sell
-3,039
Closed -$158K – 1377
2024
Q4 		$158K Buy
+3,039
New +$158K ﹤0.01% 1137

Other funds holding QQQH

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EP Wealth Advisors's QQQH Position: Q1 2025 in Review

EP Wealth Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2025, closing a stake of 3,039 shares — an estimated $158K sold.

EP Wealth Advisors first reported a position in QQQH in Q4 2024 and held it in 1 quarter. The position peaked at $158K in Q4 2024. 59 funds tracked by Wall St. Rank hold QQQH as of Q1 2025.

  • EP Wealth Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,039 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2025, an estimated $158K.
  • EP Wealth Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $158K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.