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

Next Financial 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
2021 Q4	$807K	Buy	14,458 +127	+0.9%	+$7.13K	0.05%	367
2021 Q3	$787K	Buy	14,331 +8,894	+164%	+$506K	0.06%	330
2021 Q2	$306K	Buy	5,437 +984	+22%	+$53.7K	0.02%	669
2021 Q1	$239K	Buy	4,453 +1,710	+62%	+$93.9K	0.02%	705
2020 Q4	$151K	Buy	2,743 +433	+19%	+$23.2K	0.01%	824
2020 Q3	$119K	Buy	+2,310	New	+$126K	0.01%	792

Other funds holding QQQH

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Next Financial Group's QQQH Position: Q4 2021 in Review

Next Financial Group increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 0.89% in Q4 2021, buying an estimated $7.13K and bringing the position to 14,458 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #367.

Next Financial Group first reported a position in QQQH in Q3 2020 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold QQQH as of Q4 2021.

Next Financial Group held 14,458 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $807K as of Q4 2021.
Next Financial Group bought 127 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q4 2021, an estimated $7.13K.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #367 holding.
Next Financial Group first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2020 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.