Stratos Wealth Advisors, LLC QQQH β€” NEOS ETF TRUST

Ownership history in Stratos Wealth Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Stratos Wealth Advisors, LLC reported NEOS ETF TRUST (QQQH) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows QQQH at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QQQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Advisors, LLC's position in NEOS ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QQQH was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stratos Wealth Advisors, LLC held QQQH β€” position size vs. price
% of Fund (quarterly)    QQQH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 16,541 +247 +1.5% 0.05% $848K 2026-04-28 $53.84
2025 Q4 ADDED β€” β€” β€” 16,294 +239 +1.5% 0.04% $885K 2026-01-20 $52.30
2025 Q3 ADDED β€” β€” β€” 16,055 +1,245 +8.4% 0.04% $873K 2025-11-06 $52.05
2025 Q2 INITIATED β€” β€” β€” 14,810 β€” β€” 0.04% $776K 2025-07-29 $49.60

FAQ About Stratos Wealth Advisors, LLC and QQQH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stratos Wealth Advisors, LLC reported owning QQQH?

Stratos Wealth Advisors, LLC reported QQQH across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported QQQH position in Stratos Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for QQQH was 0.05% in 2026 Q1.

What is the latest reported QQQH position on this page?

The most recent filing on this page is 2026 Q1, when Stratos Wealth Advisors, LLC reported 16,541 shares, equal to 0.05% of portfolio, with an estimated market value of $848K.

What does the chart on this QQQH ownership page compare?

The chart compares Stratos Wealth Advisors, LLC's quarterly QQQH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stratos Wealth Advisors, LLC time their QQQH position?

Based on 13F filing dates vs. subsequent QQQH price moves, Stratos Wealth Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on QQQH relative to SPY over the holding period was -5.2%.

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