Meridian Wealth Management’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Meridian Wealth Management’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 Q1	–	Sell	-4,816	Closed	-$262K	–	826
2025 Q4	$262K	Hold	4,816	–	–	0.01%	653
2025 Q3	$262K	Sell	4,816 -67	-1%	-$3.58K	0.01%	615
2025 Q2	$256K	Buy	+4,883	New	+$244K	0.01%	589
2025 Q1	–	Sell	-4,099	Closed	-$214K	–	659
2024 Q4	$214K	Sell	4,099 -247	-6%	-$12.8K	0.01%	593
2024 Q3	$222K	Hold	4,346	–	–	0.01%	592
2024 Q2	$219K	Buy	+4,346	New	+$208K	0.03%	269
2024 Q1	–	Sell	-4,800	Closed	-$214K	–	597
2023 Q4	$214K	Sell	4,800 -1,497	-24%	-$63.4K	0.01%	556
2023 Q3	$254K	Sell	6,297 -8,367	-57%	-$355K	0.02%	474
2023 Q2	$632K	Sell	14,664 -2,129	-13%	-$86.4K	0.05%	280
2023 Q1	$660K	Sell	16,793 -1,118	-6%	-$42.7K	0.06%	275
2022 Q4	$663K	Sell	17,911 -2,907	-14%	-$111K	0.06%	259
2022 Q3	$809K	Sell	20,818 -4,425	-18%	-$178K	0.09%	211
2022 Q2	$969K	Buy	+25,243	New	+$1.12M	0.08%	251

Other funds holding QQQH

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $210M AUM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

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