Advisory Services Network’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Advisory Services Network’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
2026 Q1	$26.8K	Buy	+1,006	New	+$27.9K	﹤0.01%	3008
2025 Q4	–	Sell	-1,006	Closed	-$27.6K	–	3687
2025 Q3	$27.6K	Buy	+1,006	New	+$27K	﹤0.01%	2789
2024 Q1	–	Sell	-1,655	Closed	-$38.3K	–	3144
2023 Q4	$38.3K	Buy	+1,655	New	+$37K	﹤0.01%	2156
2023 Q2	–	Sell	-1,014	Closed	-$24.3K	–	3128
2023 Q1	$24.3K	Buy	1,014 +185	+22%	+$4.23K	﹤0.01%	2427
2022 Q4	$16.9K	Buy	+829	New	+$18.1K	﹤0.01%	2596
2021 Q3	–	Sell	-602	Closed	-$18K	–	2794
2021 Q2	$18K	Buy	+602	New	+$17K	﹤0.01%	2553
2021 Q1	–	Sell	-792	Closed	-$21K	–	2566
2020 Q4	$21K	Buy	792 +20	+3%	+$495	﹤0.01%	2133
2020 Q3	$19K	Buy	+772	New	+$19.1K	﹤0.01%	2113
2020 Q2	–	Sell	-272	Closed	-$5K	–	2343
2020 Q1	$5K	Buy	272 +4	+1%	+$90	﹤0.01%	2492
2019 Q4	$6K	Buy	268 +9	+3%	+$210	﹤0.01%	2563
2019 Q3	$6K	Hold	259	–	–	﹤0.01%	2365
2019 Q2	$6K	Buy	259 +5	+2%	+$112	﹤0.01%	2363
2019 Q1	$6K	Buy	254 +5	+2%	+$109	﹤0.01%	2044
2018 Q4	$5K	Buy	249 +4	+2%	+$88	﹤0.01%	2040
2018 Q3	$6K	Hold	245	–	–	﹤0.01%	2011
2018 Q2	$6K	Sell	245 -859	-78%	-$22.6K	﹤0.01%	1964
2018 Q1	$27K	Buy	1,104 +11	+1%	+$273	﹤0.01%	1533
2017 Q4	$26K	Buy	1,093 +411	+60%	+$9.74K	﹤0.01%	1529
2017 Q3	$15K	Buy	682 +11	+2%	+$241	﹤0.01%	1479
2017 Q2	$15K	Buy	671 +449	+202%	+$9.72K	﹤0.01%	1436
2017 Q1	$5K	Buy	+222	New	+$4.47K	﹤0.01%	1721
2016 Q3	$4K	Buy	214 +4	+2%	+$74	﹤0.01%	1609
2016 Q2	$4K	Hold	210	–	–	﹤0.01%	1497
2016 Q1	$4K	Buy	+210	New	+$3.68K	﹤0.01%	1334
2015 Q2	–	Sell	-400	Closed	-$7K	–	1486
2015 Q1	$7K	Hold	400	–	–	﹤0.01%	915
2014 Q4	$7K	Buy	+400	New	+$7.98K	﹤0.01%	821

Other funds holding QQQX

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisory Services Network's QQQX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026: 1,006 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #3008 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in QQQX as recently as Q3 2025.

Advisory Services Network first reported a position in QQQX in Q4 2014 and has held it in 26 quarters since. The position peaked at $38.3K in Q4 2023. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

Advisory Services Network held 1,006 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $26.8K as of Q1 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Advisory Services Network position in Q1 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3008 holding.
Advisory Services Network first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2014 and has held it in 26 quarters since.
Advisory Services Network's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $38.3K in Q4 2023.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.