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 Q2	$1.34M	Sell	24,048 -1,009	-4%	-$55.3K	0.12%	102
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Goldstone Financial Group's QQQH Position: Q2 2026 in Review

Goldstone Financial Group reduced its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 4% in Q2 2026, selling an estimated $55.3K and leaving 24,048 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #102.

Goldstone Financial Group first reported a position in QQQH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.37M in Q2 2024. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Goldstone Financial Group held 24,048 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $1.34M as of Q2 2026.
Goldstone Financial Group sold 1,009 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $55.3K.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.12% of Goldstone Financial Group's portfolio in Q2 2026, its #102 holding.
Goldstone Financial Group first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $2.37M in Q2 2024.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.