Wagner Wealth Management (South Carolina)’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Wagner Wealth Management (South Carolina)’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	-1,051	Closed	-$59K	–	674
2021 Q4	$59K	Buy	1,051 +7	+0.7%	+$393	0.05%	235
2021 Q3	$59K	Buy	+1,044	New	+$59.4K	0.05%	228

Other funds holding QQQH

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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 $364M AUM 17.23% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s QQQH Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2022, closing a stake of 1,051 shares — an estimated $59K sold.

Wagner Wealth Management (South Carolina) first reported a position in QQQH in Q3 2021 and held it in 2 quarters. The position peaked at $59K in Q4 2021. 97 funds tracked by Wall St. Rank hold QQQH as of Q1 2022.

Wagner Wealth Management (South Carolina) reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,051 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2022, an estimated $59K.
Wagner Wealth Management (South Carolina) first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q3 2021 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $59K in Q4 2021.
97 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.