GFG
QQQH

Goldstone Financial Group’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Goldstone Financial Group’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 		$1.28M Sell
25,057
-972
-4% -$52K 0.14% 102
2025
Q4 		$1.41M Sell
26,029
-1,037
-4% -$56.6K 0.16% 88
2025
Q3 		$1.47M Buy
27,066
+136
+0.5% +$7.26K 0.17% 81
2025
Q2 		$1.42M Sell
26,930
-701
-3% -$35.1K 0.19% 74
2025
Q1 		$1.35M Sell
27,631
-11,472
-29% -$593K 0.2% 73
2024
Q4 		$2.04M Sell
39,103
-6,826
-15% -$355K 0.32% 59
2024
Q3 		$2.35M Sell
45,929
-1,027
-2% -$51.2K 0.41% 54
2024
Q2 		$2.37M Buy
46,956
+14,639
+45% +$699K 0.47% 48
2024
Q1 		$1.53M Buy
32,317
+6,186
+24% +$286K 0.35% 52
2023
Q4 		$1.17M Sell
26,131
-2,457
-9% -$104K 0.3% 61
2023
Q3 		$1.15M Buy
28,588
+8,908
+45% +$378K 0.34% 60
2023
Q2 		$848K Buy
19,680
+11,272
+134% +$458K 0.25% 73
2023
Q1 		$330K Buy
+8,408
New +$322K 0.11% 108

Other funds holding QQQH

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $210M AUM
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return