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

Alteri Wealth’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
Q2 		$627K Buy
20,790
+31
+0.1% +$927 0.17% 145
2026
Q1 		$554K Hold
20,759
– – 0.18% 146
2025
Q4 		$592K Buy
20,759
+478
+2% +$13.3K 0.19% 129
2025
Q3 		$557K Buy
20,281
+638
+3% +$17.1K 0.19% 132
2025
Q2 		$520K Buy
19,643
+30
+0.2% +$733 0.2% 130
2025
Q1 		$466K Sell
19,613
-950
-5% -$24.8K 0.2% 130
2024
Q4 		$556K Buy
+20,563
New +$535K 0.15% 103

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alteri Wealth's QQQX Position: Q2 2026 in Review

Alteri Wealth increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.15% in Q2 2026, buying an estimated $927 and bringing the position to 20,790 shares worth $627K. The position accounts for 0.17% of the portfolio, ranked #145.

Alteri Wealth first reported a position in QQQX in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Alteri Wealth held 20,790 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $627K as of Q2 2026.
  • Alteri Wealth bought 31 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $927.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #145 holding.
  • Alteri Wealth first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2024 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.