OIA
QQQH

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

Optimum Investment 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
2022
Q1 		– Sell
-745
Closed -$42K – 907
2021
Q4 		$42K Hold
745
– – 0.02% 495
2021
Q3 		$41K Hold
745
– – 0.02% 490
2021
Q2 		$42K Buy
+745
New +$40.7K 0.01% 549

Other funds holding QQQH

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Optimum Investment Advisors's QQQH Position: Q1 2022 in Review

Optimum Investment Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 745 shares — an estimated $42K sold.

Optimum Investment Advisors first reported a position in QQQH in Q2 2021 and held it in 3 quarters. The position peaked at $42K in Q4 2021. 97 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

  • Optimum Investment Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 745 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $42K.
  • Optimum Investment Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2021 and held it in 3 quarters.
  • Optimum Investment Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $42K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.