Waverly Advisors’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Waverly Advisors’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	$996K	Buy	+17,840	New	+$977K	0.01%	898
2024 Q2	–	Sell	-6,508	Closed	-$307K	–	828
2024 Q1	$307K	Hold	6,508	–	–	0.01%	564
2023 Q4	$292K	Hold	6,508	–	–	0.01%	360
2023 Q3	$262K	Hold	6,508	–	–	0.01%	343
2023 Q2	$280K	Buy	+6,508	New	+$264K	0.01%	309

Other funds holding QQQH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

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

Waverly Advisors's QQQH Position: Q2 2026 in Review

Waverly Advisors opened a new position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q2 2026: 17,840 shares worth $996K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in QQQH as recently as Q1 2024.

Waverly Advisors first reported a position in QQQH in Q2 2023 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold QQQH as of Q2 2026.

Waverly Advisors held 17,840 shares of NEOS Nasdaq-100 Hedged Equity Income ETF worth $996K as of Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF was a new Waverly Advisors position in Q2 2026.
NEOS Nasdaq-100 Hedged Equity Income ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #898 holding.
Waverly Advisors first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q2 2023 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.