Stifel Financial
QQQH

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

Stifel Financial’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 		$721K Sell
12,907
-345
-3% -$18.9K ﹤0.01% 2750
2026
Q1 		$679K Sell
13,252
-3,801
-22% -$203K ﹤0.01% 2679
2025
Q4 		$926K Sell
17,053
-3,168
-16% -$173K ﹤0.01% 2496
2025
Q3 		$1.1M Sell
20,221
-44,004
-69% -$2.35M ﹤0.01% 2342
2025
Q2 		$3.36M Buy
64,225
+344
+0.5% +$17.2K ﹤0.01% 1478
2025
Q1 		$3.12M Buy
63,881
+1,200
+2% +$62.1K ﹤0.01% 1453
2024
Q4 		$3.27M Sell
62,681
-53,250
-46% -$2.77M ﹤0.01% 1447
2024
Q3 		$5.92M Sell
115,931
-3,814
-3% -$190K 0.01% 1110
2024
Q2 		$6.04M Buy
119,745
+3,488
+3% +$167K 0.01% 1041
2024
Q1 		$5.49M Sell
116,257
-6,491
-5% -$300K 0.01% 1090
2023
Q4 		$5.5M Buy
122,748
+5,091
+4% +$216K 0.01% 1055
2023
Q3 		$4.74M Buy
117,657
+3,830
+3% +$162K 0.01% 1054
2023
Q2 		$4.91M Buy
113,827
+19,025
+20% +$772K 0.01% 1052
2023
Q1 		$3.73M Buy
94,802
+14,650
+18% +$560K 0.01% 1192
2022
Q4 		$2.97M Buy
80,152
+4,989
+7% +$190K ﹤0.01% 1261
2022
Q3 		$2.92M Buy
75,163
+18,300
+32% +$734K ﹤0.01% 1225
2022
Q2 		$2.18M Buy
56,863
+4,858
+9% +$215K ﹤0.01% 1438
2022
Q1 		$2.55M Buy
52,005
+10,163
+24% +$513K ﹤0.01% 1456
2021
Q4 		$2.34M Buy
41,842
+20,210
+93% +$1.14M ﹤0.01% 1502
2021
Q3 		$1.19M Buy
+21,632
New +$1.23M ﹤0.01% 1953

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stifel Financial's QQQH Position: Q2 2026 in Review

Stifel Financial reduced its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 2.6% in Q2 2026, selling an estimated $18.9K and leaving 12,907 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Stifel Financial first reported a position in QQQH in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.04M in Q2 2024. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • Stifel Financial held 12,907 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $721K as of Q2 2026.
  • Stifel Financial sold 345 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $18.9K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2750 holding.
  • Stifel Financial first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Stifel Financial's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $6.04M in Q2 2024.
  • 87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.