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QQQH

Howe & Rusling’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-1,335
Closed -$52K – 1080
2022
Q3 		$52K Sell
1,335
-1,292
-49% -$51.8K 0.01% 322
2022
Q2 		$101K Buy
+2,627
New +$116K 0.01% 252

Other funds holding QQQH

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Howe & Rusling's QQQH Position: Q4 2022 in Review

Howe & Rusling sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q4 2022, closing a stake of 1,335 shares — an estimated $52K sold.

Howe & Rusling first reported a position in QQQH in Q2 2022 and held it in 2 quarters. The position peaked at $101K in Q2 2022. 73 funds tracked by Wall St. Rank hold QQQH as of Q4 2022.

  • Howe & Rusling reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,335 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q4 2022, an estimated $52K.
  • Howe & Rusling first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2022 and held it in 2 quarters.
  • Howe & Rusling's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $101K in Q2 2022.
  • 73 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.