SI
QQQH

Stephens Inc’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Stephens Inc’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
2025
Q2 		– Sell
-11,072
Closed -$541K – 1327
2025
Q1 		$541K Buy
+11,072
New +$573K 0.01% 788
2022
Q2 		– Sell
-4,697
Closed -$231K – 1352
2022
Q1 		$231K Sell
4,697
-601
-11% -$30.3K ﹤0.01% 1117
2021
Q4 		$296K Buy
+5,298
New +$298K ﹤0.01% 1045

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Stephens Inc's QQQH Position: Q2 2025 in Review

Stephens Inc sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2025, closing a stake of 11,072 shares — an estimated $541K sold.

Stephens Inc first reported a position in QQQH in Q4 2021 and held it in 3 quarters. The position peaked at $541K in Q1 2025. 67 funds tracked by Wall St. Rank hold QQQH as of Q2 2025.

  • Stephens Inc reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q2 2025 after selling out during the quarter.
  • Stephens Inc sold 11,072 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2025, an estimated $541K.
  • Stephens Inc first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and held it in 3 quarters.
  • Stephens Inc's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $541K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2025.

Based on Stephens Inc's 13F filing for Q2 2025, filed 29 Jul 2025.