SWM
QQQH

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

Spire 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
2022
Q1 		– Sell
-6,480
Closed -$362K – 2930
2021
Q4 		$362K Buy
+6,480
New +$364K 0.01% 821
2021
Q2 		– Sell
-12,869
Closed -$687K – 3014
2021
Q1 		$687K Buy
+12,869
New +$707K 0.02% 565

Other funds holding QQQH

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Spire Wealth Management's QQQH Position: Q1 2022 in Review

Spire Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 6,480 shares — an estimated $362K sold.

Spire Wealth Management first reported a position in QQQH in Q1 2021 and held it in 2 quarters. The position peaked at $687K in Q1 2021. 97 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

  • Spire Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 6,480 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $362K.
  • Spire Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $687K in Q1 2021.
  • 97 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.