PFGIA
QQQH

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

Patriot Financial Group Insurance Agency’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 		$255K Sell
4,560
-2,950
-39% -$162K 0.03% 427
2026
Q1 		$385K Buy
7,510
+3,782
+101% +$202K 0.02% 503
2025
Q4 		$202K Buy
+3,728
New +$204K 0.02% 479

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
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
GC
Guilbault Capital Metairie, Louisiana $99.6M AUM

Patriot Financial Group Insurance Agency's QQQH Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 39% in Q2 2026, selling an estimated $162K and leaving 4,560 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #427.

Patriot Financial Group Insurance Agency first reported a position in QQQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2026. 56 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,560 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $255K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,950 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $162K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #427 holding.
  • Patriot Financial Group Insurance Agency first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Patriot Financial Group Insurance Agency's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $385K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.