GAFA
QQQH

Garton & Associates Financial Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-902
Closed -$49K – 740
2025
Q4 		$49K Buy
+902
New +$49.3K 0.03% 384

Other funds holding QQQH

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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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Garton & Associates Financial Advisors's QQQH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2026, closing a stake of 902 shares — an estimated $49K sold.

Garton & Associates Financial Advisors first reported a position in QQQH in Q4 2025 and held it in 1 quarter. The position peaked at $49K in Q4 2025. 78 funds tracked by Wall St. Rank hold QQQH as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 902 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2026, an estimated $49K.
  • Garton & Associates Financial Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $49K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.