SWA
QQQH

SFMG Wealth Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

SFMG Wealth 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
Q2 		– Sell
-36,130
Closed -$1.77M – 317
2022
Q1 		$1.77M Sell
36,130
-1,741
-5% -$87.9K 0.18% 72
2021
Q4 		$2.12M Sell
37,871
-764
-2% -$42.9K 0.21% 64
2021
Q3 		$2.12M Buy
+38,635
New +$2.2M 0.24% 57

Other funds holding QQQH

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFMG Wealth Advisors's QQQH Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2022, closing a stake of 36,130 shares — an estimated $1.77M sold.

SFMG Wealth Advisors first reported a position in QQQH in Q3 2021 and held it in 3 quarters. The position peaked at $2.12M in Q3 2021. 83 funds tracked by Wall St. Rank hold QQQH as of Q2 2022.

  • SFMG Wealth Advisors reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 36,130 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2022, an estimated $1.77M.
  • SFMG Wealth Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and held it in 3 quarters.
  • SFMG Wealth Advisors's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $2.12M in Q3 2021.
  • 83 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.