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

Sugarloaf 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	-4,086	Closed	-$206K	–	773
2021 Q4	$228K	Buy	4,086 +374	+10%	+$21K	0.05%	116
2021 Q3	$204K	Buy	3,712 +83	+2%	+$4.72K	0.05%	121
2021 Q2	$204K	Sell	3,629 -385,615	-99%	-$21M	0.06%	123
2021 Q1	$192	Buy	+389,244	New	+$21.4M	0.06%	128

Other funds holding QQQH

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Sugarloaf Wealth Management sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 4,086 shares — an estimated $206K sold.

Sugarloaf Wealth Management first reported a position in QQQH in Q1 2021 and held it in 4 quarters. The position peaked at $228K in Q4 2021. 97 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

Sugarloaf Wealth Management reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 4,086 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $206K.
Sugarloaf Wealth Management first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2021 and held it in 4 quarters.
Sugarloaf Wealth Management's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $228K in Q4 2021.
97 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.