HWA
QQQH

HHM Wealth Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

HHM Wealth 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
2022
Q1 		– Sell
-269
Closed -$15K – 760
2021
Q4 		$15K Hold
269
– – ﹤0.01% 479
2021
Q3 		$15K Buy
+269
New +$15.3K ﹤0.01% 449

Other funds holding QQQH

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

HHM Wealth Advisors's QQQH Position: Q1 2022 in Review

HHM Wealth Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 269 shares — an estimated $15K sold.

HHM Wealth Advisors first reported a position in QQQH in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 97 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

  • HHM Wealth Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 269 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $15K.
  • HHM Wealth Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and held it in 2 quarters.
  • HHM Wealth Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $15K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.