Legacy Capital Wealth Partners’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Legacy Capital Wealth Partners’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	-25,858	Closed	-$957K	–	260
2022 Q4	$957K	Buy	25,858 +1,477	+6%	+$56.3K	0.46%	44
2022 Q3	$948K	Buy	24,381 +480	+2%	+$19.3K	0.5%	36
2022 Q2	$918K	Buy	23,901 +544	+2%	+$24.1K	0.46%	42
2022 Q1	$1.15M	Sell	23,357 -321	-1%	-$16.2K	0.49%	39
2021 Q4	$1.22M	Buy	23,678 +1,767	+8%	+$99.3K	0.5%	32
2021 Q3	$2.42M	Buy	+21,911	New	+$1.25M	0.95%	29
2021 Q2	–	Sell	-14,060	Closed	-$754K	–	83
2021 Q1	$754K	Buy	14,060 +392	+3%	+$21.5K	0.31%	42
2020 Q4	$752K	Buy	+13,668	New	+$732K	0.32%	38

Other funds holding QQQH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

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 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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Legacy Capital Wealth Partners's QQQH Position: Q1 2023 in Review

Legacy Capital Wealth Partners sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023, closing a stake of 25,858 shares — an estimated $957K sold.

Legacy Capital Wealth Partners first reported a position in QQQH in Q4 2020 and held it in 8 quarters. The position peaked at $2.42M in Q3 2021. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

Legacy Capital Wealth Partners reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 25,858 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2023, an estimated $957K.
Legacy Capital Wealth Partners first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2020 and held it in 8 quarters.
Legacy Capital Wealth Partners's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $2.42M in Q3 2021.
67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.