Accel Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Accel Wealth Management’s Portfolio QQQX Stock Details QQQX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-452	Closed	-$14K	–	961
2021 Q4	$14K	Hold	452	–	–	0.01%	643
2021 Q3	$13K	Hold	452	–	–	0.01%	590
2021 Q2	$13K	Hold	452	–	–	0.01%	648
2021 Q1	$12K	Hold	452	–	–	0.01%	625
2020 Q4	$12K	Buy	+452	New	+$11.2K	0.01%	590

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accel Wealth Management's QQQX Position: Q1 2022 in Review

Accel Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2022, closing a stake of 452 shares — an estimated $14K sold.

Accel Wealth Management first reported a position in QQQX in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 107 funds tracked by Wall St. Rank hold QQQX as of Q1 2022.

Accel Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2022 after selling out during the quarter.
Accel Wealth Management sold 452 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2022, an estimated $14K.
Accel Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2020 and held it in 5 quarters.
Accel Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $14K in Q4 2021.
107 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.