WP
QQQH

WealthPLAN Partners’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-205
Closed -$8.84K – 1226
2023
Q2 		$8.84K Buy
205
+2
+1% +$81 ﹤0.01% 811
2023
Q1 		$7.96K Buy
+203
New +$7.76K ﹤0.01% 920

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners's QQQH Position: Q3 2023 in Review

WealthPLAN Partners sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q3 2023, closing a stake of 205 shares — an estimated $8.84K sold.

WealthPLAN Partners first reported a position in QQQH in Q1 2023 and held it in 2 quarters. The position peaked at $8.84K in Q2 2023. 60 funds tracked by Wall St. Rank hold QQQH as of Q3 2023.

  • WealthPLAN Partners reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 205 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q3 2023, an estimated $8.84K.
  • WealthPLAN Partners first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $8.84K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.