LPL Financial
QQQH

LPL Financial’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

LPL Financial’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 		$14.5M Buy
259,821
+27,887
+12% +$1.53M ﹤0.01% 1815
2026
Q1 		$11.9M Buy
231,934
+16,137
+7% +$863K ﹤0.01% 1846
2025
Q4 		$11.7M Buy
215,797
+20,045
+10% +$1.09M ﹤0.01% 1788
2025
Q3 		$10.6M Buy
195,752
+76,073
+64% +$4.06M ﹤0.01% 1809
2025
Q2 		$6.27M Buy
119,679
+46,025
+62% +$2.3M ﹤0.01% 2130
2025
Q1 		$3.6M Sell
73,654
-987
-1% -$51K ﹤0.01% 2419
2024
Q4 		$3.89M Sell
74,641
-5,375
-7% -$279K ﹤0.01% 2274
2024
Q3 		$4.09M Sell
80,016
-2,389
-3% -$119K ﹤0.01% 2155
2024
Q2 		$4.15M Sell
82,405
-24,153
-23% -$1.15M ﹤0.01% 2007
2024
Q1 		$5.03M Sell
106,558
-22,184
-17% -$1.03M ﹤0.01% 1777
2023
Q4 		$5.77M Sell
128,742
-10,994
-8% -$466K ﹤0.01% 1598
2023
Q3 		$5.63M Sell
139,736
-37,155
-21% -$1.58M ﹤0.01% 1536
2023
Q2 		$7.62M Sell
176,891
-21,143
-11% -$858K 0.01% 1300
2023
Q1 		$7.78M Sell
198,034
-18,229
-8% -$697K 0.01% 1241
2022
Q4 		$8M Sell
216,263
-61,261
-22% -$2.34M 0.01% 1165
2022
Q3 		$10.8M Sell
277,524
-26,347
-9% -$1.06M 0.01% 912
2022
Q2 		$11.7M Sell
303,871
-70,811
-19% -$3.13M 0.01% 888
2022
Q1 		$18.4M Buy
374,682
+33,701
+10% +$1.7M 0.02% 700
2021
Q4 		$19M Buy
340,981
+144,154
+73% +$8.1M 0.02% 693
2021
Q3 		$10.8M Buy
196,827
+148,750
+309% +$8.46M 0.01% 916
2021
Q2 		$2.71M Buy
48,077
+15,110
+46% +$825K ﹤0.01% 1752
2021
Q1 		$1.77M Buy
32,967
+29,289
+796% +$1.61M ﹤0.01% 1933
2020
Q4 		$202K Buy
+3,678
New +$197K ﹤0.01% 3523

Other funds holding QQQH

Janney Montgomery Scott
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return

LPL Financial's QQQH Position: Q2 2026 in Review

LPL Financial increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 12% in Q2 2026, buying an estimated $1.53M and bringing the position to 259,821 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

LPL Financial first reported a position in QQQH in Q4 2020 and has held it in 23 quarters since. The position peaked at $19M in Q4 2021. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • LPL Financial held 259,821 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $14.5M as of Q2 2026.
  • LPL Financial bought 27,887 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $1.53M.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1815 holding.
  • LPL Financial first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $19M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.