Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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AWM
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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-452
Closed
-$14K
–
962
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
+$12K
0.01%
590
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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