Moran Wealth Management
QQQH icon

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

Moran 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
Q3 		$4.64M Buy
83,511
+18,028
+28% +$987K 0.13% 210
2026
Q2 		$3.66M Buy
65,483
+15,756
+32% +$863K 0.1% 246
2026
Q1 		$2.55M Buy
49,727
+37,119
+294% +$1.99M 0.08% 280
2025
Q4 		$685K Buy
+12,608
New +$689K 0.02% 379

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Thayer Partners
Thayer Partners Wyndmoor, Pennsylvania $244M AUM 13.2% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Guilbault Capital
Guilbault Capital Metairie, Louisiana $102M AUM 16.14% 1-Year Est. Return
Anchor Capital Management Group
Anchor Capital Management Group Aliso Viejo, California $118M AUM 17.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Moran Wealth Management's QQQH Position: Q3 2026 in Review

Moran Wealth Management increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 28% in Q3 2026, buying an estimated $987K and bringing the position to 83,511 shares worth $4.64M. The position accounts for 0.13% of the portfolio, ranked #210.

Moran Wealth Management first reported a position in QQQH in Q4 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold QQQH as of Q3 2026.

  • Moran Wealth Management held 83,511 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $4.64M as of Q3 2026.
  • Moran Wealth Management bought 18,028 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q3 2026, an estimated $987K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.13% of Moran Wealth Management's portfolio in Q3 2026, its #210 holding.
  • Moran Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.