Newbridge Financial Services Group’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Newbridge Financial Services Group’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
2025 Q1	–	Sell	-350	Closed	-$18.2K	–	1179
2024 Q4	$18.2K	Hold	350	–	–	﹤0.01%	621
2024 Q3	$17.9K	Hold	350	–	–	0.01%	373
2024 Q2	$17.6K	Hold	350	–	–	0.01%	598
2024 Q1	$16.5K	Hold	350	–	–	0.01%	644
2023 Q4	$15.7K	Hold	350	–	–	0.01%	642
2023 Q3	$14.1K	Hold	350	–	–	0.01%	732
2023 Q2	$15.1K	Hold	350	–	–	0.01%	783
2023 Q1	$13.7K	Hold	350	–	–	0.01%	838
2022 Q4	$12.9K	Hold	350	–	–	0.01%	849
2022 Q3	$14K	Hold	350	–	–	0.01%	807
2022 Q2	$13K	Hold	350	–	–	0.01%	794
2022 Q1	$17K	Hold	350	–	–	0.01%	779
2021 Q4	$20K	Hold	350	–	–	0.01%	735
2021 Q3	$19K	Buy	+350	New	+$19.9K	0.01%	685

Other funds holding QQQH

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Newbridge Financial Services Group's QQQH Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2025, closing a stake of 350 shares — an estimated $18.2K sold.

Newbridge Financial Services Group first reported a position in QQQH in Q3 2021 and held it in 14 quarters. The position peaked at $20K in Q4 2021. 59 funds tracked by Wall St. Rank hold QQQH as of Q1 2025.

Newbridge Financial Services Group reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 350 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2025, an estimated $18.2K.
Newbridge Financial Services Group first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and held it in 14 quarters.
Newbridge Financial Services Group's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $20K in Q4 2021.
59 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.