SF
QQQH

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

Summit 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 		$353K Buy
6,325
+1,938
+44% +$106K ﹤0.01% 1247
2026
Q1 		$225K Buy
+4,387
New +$235K ﹤0.01% 1306

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

Summit Financial's QQQH Position: Q2 2026 in Review

Summit Financial increased its NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) stake by 44% in Q2 2026, buying an estimated $106K and bringing the position to 6,325 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Summit Financial first reported a position in QQQH in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

  • Summit Financial held 6,325 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $353K as of Q2 2026.
  • Summit Financial bought 1,938 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q2 2026, an estimated $106K.
  • NEOS Nasdaq-100 Hedged Equity Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1247 holding.
  • Summit Financial first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

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