GIA
QQQH

Goodwin Investment Advisory’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-536
Closed -$19.8K – 220
2022
Q4 		$19.8K Hold
536
– – 0.01% 123
2022
Q3 		$21K Hold
536
– – 0.02% 123
2022
Q2 		$20.6K Hold
536
– – 0.02% 99
2022
Q1 		$26K Buy
+536
New +$27.1K 0.02% 111

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Goodwin Investment Advisory's QQQH Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023, closing a stake of 536 shares — an estimated $19.8K sold.

Goodwin Investment Advisory first reported a position in QQQH in Q1 2022 and held it in 4 quarters. The position peaked at $26K in Q1 2022. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 536 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2023, an estimated $19.8K.
  • Goodwin Investment Advisory first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2022 and held it in 4 quarters.
  • Goodwin Investment Advisory's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $26K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.