McCarter Private Wealth Services’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

McCarter Private Wealth 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	$396K	Hold	7,091	–	–	0.14%	123
2026 Q1	$363K	Sell	7,091 -62	-0.9%	-$3.32K	0.16%	115
2025 Q4	$388K	Hold	7,153	–	–	0.17%	110
2025 Q3	$389K	Hold	7,153	–	–	0.2%	94
2025 Q2	$375K	Sell	7,153 -172	-2%	-$8.6K	0.21%	83
2025 Q1	$358K	Sell	7,325 -824	-10%	-$42.6K	0.23%	72
2024 Q4	$425K	Sell	8,149 -123	-1%	-$6.39K	0.27%	64
2024 Q3	$423K	Buy	+8,272	New	+$413K	0.27%	65

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

McCarter Private Wealth Services's QQQH Position: Q2 2026 in Review

McCarter Private Wealth Services held its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) position steady in Q2 2026 at 7,091 shares worth $396K. The position accounts for 0.14% of the portfolio, ranked #123.

McCarter Private Wealth Services first reported a position in QQQH in Q3 2024 and has held it in 8 quarters since. The position peaked at $425K in Q4 2024. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

McCarter Private Wealth Services held 7,091 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $396K as of Q2 2026.
McCarter Private Wealth Services left its NEOS Nasdaq-100 Hedged Equity Income ETF share count unchanged in Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.14% of McCarter Private Wealth Services's portfolio in Q2 2026, its #123 holding.
McCarter Private Wealth Services first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $425K in Q4 2024.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.