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QQQH

NewEdge Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

NewEdge Advisors’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
2024
Q1 		– Sell
-23
Closed -$1.01K – 3981
2023
Q4 		$1.01K Buy
23
+1
+5% +$42 ﹤0.01% 3463
2023
Q3 		$892 Hold
22
– – ﹤0.01% 3190
2023
Q2 		$935 Hold
22
– – ﹤0.01% 3252
2023
Q1 		$836 Sell
22
-237
-92% -$9.06K ﹤0.01% 3184
2022
Q4 		$9.56K Buy
+259
New +$9.88K ﹤0.01% 2384

Other funds holding QQQH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors's QQQH Position: Q1 2024 in Review

NewEdge Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2024, closing a stake of 23 shares — an estimated $1.01K sold.

NewEdge Advisors first reported a position in QQQH in Q4 2022 and held it in 5 quarters. The position peaked at $9.56K in Q4 2022. 66 funds tracked by Wall St. Rank hold QQQH as of Q1 2024.

  • NewEdge Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 23 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2024, an estimated $1.01K.
  • NewEdge Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2022 and held it in 5 quarters.
  • NewEdge Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $9.56K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.