Advisornet Financial’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Advisornet Financial’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
2020 Q1	–	Sell	-1,250	Closed	-$30K	–	1904
2019 Q4	$30K	Hold	1,250	–	–	﹤0.01%	1059
2019 Q3	$28K	Hold	1,250	–	–	﹤0.01%	1096
2019 Q2	$28K	Hold	1,250	–	–	﹤0.01%	974
2019 Q1	$28K	Hold	1,250	–	–	﹤0.01%	908
2018 Q4	$25K	Hold	1,250	–	–	﹤0.01%	878
2018 Q3	$30K	Hold	1,250	–	–	﹤0.01%	854
2018 Q2	$33K	Hold	1,250	–	–	﹤0.01%	825
2018 Q1	$31K	Hold	1,250	–	–	﹤0.01%	826
2017 Q4	$30K	Buy	+1,250	New	+$29.6K	﹤0.01%	777

Other funds holding QQQX

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

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Advisornet Financial's QQQX Position: Q1 2020 in Review

Advisornet Financial sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2020, closing a stake of 1,250 shares — an estimated $30K sold.

Advisornet Financial first reported a position in QQQX in Q4 2017 and held it in 9 quarters. The position peaked at $33K in Q2 2018. 92 funds tracked by Wall St. Rank hold QQQX as of Q1 2020.

Advisornet Financial reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2020 after selling out during the quarter.
Advisornet Financial sold 1,250 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2020, an estimated $30K.
Advisornet Financial first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2017 and held it in 9 quarters.
Advisornet Financial's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $33K in Q2 2018.
92 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.