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

Advocacy Wealth Management Services’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 Q2	–	Sell	-280	Closed	-$8K	–	190
2022 Q1	$8K	Buy	+280	New	+$7.56K	﹤0.01%	110
2019 Q3	–	Sell	-1,264	Closed	-$28K	–	171
2019 Q2	$28K	Hold	1,264	–	–	0.02%	74
2019 Q1	$28K	Sell	1,264 -400	-24%	-$8.74K	0.03%	61
2018 Q4	$33K	Hold	1,664	–	–	0.02%	51
2018 Q3	$40K	Hold	1,664	–	–	0.02%	47
2018 Q2	$44K	Sell	1,664 -702	-30%	-$18.5K	0.03%	45
2018 Q1	$58K	Sell	2,366 -702	-23%	-$17.4K	0.04%	34
2017 Q4	$74K	Sell	3,068 -1,210	-28%	-$28.7K	0.05%	36
2017 Q3	$95K	Sell	4,278 -931	-18%	-$20.4K	0.04%	43
2017 Q2	$113K	Sell	5,209 -1,053	-17%	-$22.8K	0.04%	39
2017 Q1	$129K	Sell	6,262 -1,158	-16%	-$23.3K	0.05%	41
2016 Q4	$138K	Sell	7,420 -475	-6%	-$8.84K	0.04%	44
2016 Q3	$149K	Sell	7,895 -8,174	-51%	-$151K	0.06%	59
2016 Q2	$172K	Sell	16,069 -48,400	-75%	-$871K	0.09%	70
2016 Q1	$1.19M	Sell	64,469 -92,960	-59%	-$1.63M	0.83%	29
2015 Q4	$3.05M	Buy	+157,429	New	+$3.01M	3.45%	4

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

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

Advocacy Wealth Management Services's QQQX Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2022, closing a stake of 280 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in QQQX in Q4 2015 and held it in 16 quarters. The position peaked at $3.05M in Q4 2015. 102 funds tracked by Wall St. Rank hold QQQX as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 280 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2022, an estimated $8K.
Advocacy Wealth Management Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2015 and held it in 16 quarters.
Advocacy Wealth Management Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $3.05M in Q4 2015.
102 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.