Steward Partners Investment Advisory’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Steward Partners Investment Advisory’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	$13.8K	Buy	270 +6	+2%	+$321	﹤0.01%	3412
2025 Q4	$14.3K	Buy	264 +6	+2%	+$328	﹤0.01%	3283
2025 Q3	$14K	Buy	258 +6	+2%	+$320	﹤0.01%	3249
2025 Q2	$13.2K	Buy	252 +2	+0.8%	+$100	﹤0.01%	3089
2025 Q1	$12.2K	Hold	250	–	–	﹤0.01%	3002
2024 Q4	$13K	Hold	250	–	–	﹤0.01%	2988
2024 Q3	$12.8K	Hold	250	–	–	﹤0.01%	2854
2024 Q2	$12.6K	Hold	250	–	–	﹤0.01%	2730
2024 Q1	$11.8K	Hold	250	–	–	﹤0.01%	2749
2023 Q4	$11.2K	Hold	250	–	–	﹤0.01%	2661
2023 Q3	$10.1K	Hold	250	–	–	﹤0.01%	2597
2023 Q2	$10.8K	Hold	250	–	–	﹤0.01%	2545
2023 Q1	$9.82K	Sell	250 -597	-70%	-$22.8K	﹤0.01%	2551
2022 Q4	$31.3K	Hold	847	–	–	﹤0.01%	2026
2022 Q3	$33K	Buy	847 +597	+239%	+$24K	﹤0.01%	1992
2022 Q2	$10K	Hold	250	–	–	﹤0.01%	2530
2022 Q1	$12K	Hold	250	–	–	﹤0.01%	2602
2021 Q4	$14K	Buy	+250	New	+$14K	﹤0.01%	2484

Other funds holding QQQH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

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

Steward Partners Investment Advisory's QQQH Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 2.3% in Q1 2026, buying an estimated $321 and bringing the position to 270 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Steward Partners Investment Advisory first reported a position in QQQH in Q4 2021 and has held it in 18 quarters since. The position peaked at $33K in Q3 2022. 78 funds tracked by Wall St. Rank hold QQQH as of Q1 2026.

Steward Partners Investment Advisory held 270 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $13.8K as of Q1 2026.
Steward Partners Investment Advisory bought 6 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2026, an estimated $321.
NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3412 holding.
Steward Partners Investment Advisory first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2021 and has held it in 18 quarters since.
Steward Partners Investment Advisory's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $33K in Q3 2022.
78 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.