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

Guild 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 Q3	–	Sell	-34,275	Closed	-$1.34M	–	68
2022 Q2	$1.34M	Buy	34,275 +8,150	+31%	+$361K	2.03%	16
2022 Q1	$1.28M	Sell	26,125 -1,435	-5%	-$72.5K	1.31%	24
2021 Q4	$1.54M	Buy	27,560 +14,560	+112%	+$818K	1.56%	17
2021 Q3	$714K	Buy	+13,000	New	+$739K	0.69%	45

Other funds holding QQQH

LPL Financial San Diego, California $377B AUM 19.32% 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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

Guild Investment Management's QQQH Position: Q3 2022 in Review

Guild Investment Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q3 2022, closing a stake of 34,275 shares — an estimated $1.34M sold.

Guild Investment Management first reported a position in QQQH in Q3 2021 and held it in 4 quarters. The position peaked at $1.54M in Q4 2021. 69 funds tracked by Wall St. Rank hold QQQH as of Q3 2022.

Guild Investment Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q3 2022 after selling out during the quarter.
Guild Investment Management sold 34,275 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q3 2022, an estimated $1.34M.
Guild Investment Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and held it in 4 quarters.
Guild Investment Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $1.54M in Q4 2021.
69 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q3 2022.

Based on Guild Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.