PPWM
QQQH

PFG Private Wealth Management’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

PFG Private Wealth Management’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
2023
Q1 		– Sell
-10
Closed – – 404
2022
Q4 		$0 Buy
+10
New +$381 ﹤0.01% 433

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

PFG Private Wealth Management's QQQH Position: Q1 2023 in Review

PFG Private Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023, closing a stake of 10 shares.

PFG Private Wealth Management first reported a position in QQQH in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

  • PFG Private Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 10 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2023.
  • PFG Private Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $0 in Q4 2022.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.