Sowell Financial Services’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-5,602	Closed	-$313K	–	537
2021 Q4	$313K	Buy	+5,602	New	+$315K	0.02%	478
2021 Q2	–	Sell	-4,550	Closed	-$247K	–	2839
2021 Q1	$247K	Sell	4,550 -457	-9%	-$25.1K	0.01%	932
2020 Q4	$275K	Buy	+5,007	New	+$268K	0.01%	732

Other funds holding QQQH

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Sowell Financial Services's QQQH Position: Q1 2022 in Review

Sowell Financial Services sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 5,602 shares — an estimated $313K sold.

Sowell Financial Services first reported a position in QQQH in Q4 2020 and held it in 3 quarters. The position peaked at $313K in Q4 2021. 96 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

Sowell Financial Services reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 5,602 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $313K.
Sowell Financial Services first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2020 and held it in 3 quarters.
Sowell Financial Services's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $313K in Q4 2021.
96 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.