Sigma Planning Corp’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Sigma Planning Corp’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	$260K	Buy	4,654 +72	+2%	+$3.94K	0.01%	1190
2026 Q1	$235K	Buy	4,582 +5	+0.1%	+$268	0.01%	1159
2025 Q4	$249K	Sell	4,577 -142	-3%	-$7.76K	0.01%	1112
2025 Q3	$257K	Sell	4,719 -106	-2%	-$5.66K	0.01%	1096
2025 Q2	$253K	Sell	4,825 -712	-13%	-$35.6K	0.01%	1063
2025 Q1	$270K	Buy	5,537 +73	+1%	+$3.77K	0.01%	989
2024 Q4	$285K	Sell	5,464 -127	-2%	-$6.6K	0.01%	948
2024 Q3	$286K	Buy	5,591 +86	+2%	+$4.29K	0.01%	972
2024 Q2	$278K	Buy	5,505 +38	+0.7%	+$1.82K	0.01%	957
2024 Q1	$258K	Buy	+5,467	New	+$253K	0.01%	1024
2023 Q4	–	Sell	-5,555	Closed	-$224K	–	1199
2023 Q3	$224K	Buy	5,555 +887	+19%	+$37.6K	0.01%	1044
2023 Q2	$201K	Sell	4,668 -775	-14%	-$31.5K	0.01%	1102
2023 Q1	$214K	Sell	5,443 -3,686	-40%	-$141K	0.01%	1153
2022 Q4	$338K	Buy	9,129 +295	+3%	+$11.3K	0.01%	918
2022 Q3	$343K	Buy	8,834 +1,133	+15%	+$45.5K	0.01%	895
2022 Q2	$296K	Buy	7,701 +1,004	+15%	+$44.4K	0.01%	995
2022 Q1	$329K	Buy	6,697 +1,823	+37%	+$92K	0.01%	1015
2021 Q4	$272K	Buy	+4,874	New	+$274K	0.01%	1137
2020 Q3	–	Sell	-3,711	Closed	-$202K	–	1178
2020 Q2	$202K	Buy	+3,711	New	+$195K	0.01%	935

Other funds holding QQQH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Guilbault Capital Metairie, Louisiana $99.6M AUM

Sigma Planning Corp's QQQH Position: Q2 2026 in Review

Sigma Planning Corp increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 1.6% in Q2 2026, buying an estimated $3.94K and bringing the position to 4,654 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1190.

Sigma Planning Corp first reported a position in QQQH in Q2 2020 and has held it in 19 quarters since. The position peaked at $343K in Q3 2022. 55 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Sigma Planning Corp held 4,654 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $260K as of Q2 2026.
Sigma Planning Corp bought 72 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $3.94K.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1190 holding.
Sigma Planning Corp first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2020 and has held it in 19 quarters since.
Sigma Planning Corp's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $343K in Q3 2022.
55 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.