Financial Advocates Investment Management’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-5,450	Closed	-$268K	–	803
2022 Q1	$268K	Buy	+5,450	New	+$275K	0.02%	607
2021 Q4	–	Sell	-5,859	Closed	-$322K	–	823
2021 Q3	$322K	Buy	5,859 +409	+8%	+$23.3K	0.02%	601
2021 Q2	$307K	Buy	+5,450	New	+$297K	0.02%	612

Other funds holding QQQH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's QQQH Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2022, closing a stake of 5,450 shares — an estimated $268K sold.

Financial Advocates Investment Management first reported a position in QQQH in Q2 2021 and held it in 3 quarters. The position peaked at $322K in Q3 2021. 83 funds tracked by Wall St. Rank hold QQQH as of Q2 2022.

Financial Advocates Investment Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 5,450 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2022, an estimated $268K.
Financial Advocates Investment Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2021 and held it in 3 quarters.
Financial Advocates Investment Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $322K in Q3 2021.
83 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.