NF
QQQH

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

Nvest Financial’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
Q2 		$293K Buy
+5,250
New +$287K 0.09% 131

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Nvest Financial's QQQH Position: Q2 2026 in Review

Nvest Financial opened a new position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2026: 5,250 shares worth $293K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings.

87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • Nvest Financial held 5,250 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $293K as of Q2 2026.
  • NEOS Nasdaq-100 Hedged Equity Income ETF was a new Nvest Financial position in Q2 2026.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.09% of Nvest Financial's portfolio in Q2 2026, its #131 holding.
  • 87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.