MCC
QQQH

Money Concepts Capital’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Money Concepts Capital’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
-5,485
Closed -$203K – 3011
2022
Q4 		$203K Buy
+5,485
New +$209K 0.01% 676
2022
Q2 		– Sell
-620
Closed -$30K – 2674
2022
Q1 		$30K Buy
+620
New +$31.3K ﹤0.01% 1437

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Osaic Holdings
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
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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Money Concepts Capital's QQQH Position: Q1 2023 in Review

Money Concepts Capital sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023, closing a stake of 5,485 shares — an estimated $203K sold.

Money Concepts Capital first reported a position in QQQH in Q1 2022 and held it in 2 quarters. The position peaked at $203K in Q4 2022. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

  • Money Concepts Capital reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,485 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2023, an estimated $203K.
  • Money Concepts Capital first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $203K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.