SWM
QQQH

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

SHP 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
2026
Q1 		$43.5K Sell
848
-57
-6% -$3.05K ﹤0.01% 527
2025
Q4 		$49.1K Buy
+905
New +$49.4K ﹤0.01% 481

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SHP Wealth Management's QQQH Position: Q1 2026 in Review

SHP Wealth Management reduced its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 6.3% in Q1 2026, selling an estimated $3.05K and leaving 848 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

SHP Wealth Management first reported a position in QQQH in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.1K in Q4 2025. 78 funds tracked by Wall St. Rank hold QQQH as of Q1 2026.

  • SHP Wealth Management held 848 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $43.5K as of Q1 2026.
  • SHP Wealth Management sold 57 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2026, an estimated $3.05K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #527 holding.
  • SHP Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $49.1K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.