Level Four Advisory Services’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Level Four Advisory Services’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
2026 Q2	$245K	Buy	4,387 +63	+1%	+$3.45K	0.01%	829
2026 Q1	$222K	Buy	4,324 +163	+4%	+$8.72K	0.01%	800
2025 Q4	$226K	Buy	4,161 +39	+0.9%	+$2.13K	0.01%	770
2025 Q3	$224K	Buy	4,122 +40	+1%	+$2.14K	0.01%	746
2025 Q2	$214K	Buy	+4,082	New	+$204K	0.01%	736
2025 Q1	–	Sell	-3,967	Closed	-$207K	–	795
2024 Q4	$207K	Sell	3,967 -275	-6%	-$14.3K	0.01%	713
2024 Q3	$213K	Buy	+4,242	New	+$212K	0.01%	715

Other funds holding QQQH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

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

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Level Four Advisory Services's QQQH Position: Q2 2026 in Review

Level Four Advisory Services increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 1.5% in Q2 2026, buying an estimated $3.45K and bringing the position to 4,387 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #829.

Level Four Advisory Services first reported a position in QQQH in Q3 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Level Four Advisory Services held 4,387 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $245K as of Q2 2026.
Level Four Advisory Services bought 63 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $3.45K.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #829 holding.
Level Four Advisory Services first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.