American Portfolios Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

American Portfolios Advisors’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 Q3	$327K	Buy	15,944 +310	+2%	+$7.2K	0.01%	815
2022 Q2	$341K	Buy	15,634 +2,083	+15%	+$51.2K	0.01%	825
2022 Q1	$386K	Hold	13,551	–	–	0.01%	858
2021 Q4	$415K	Buy	13,551 +921	+7%	+$27.4K	0.01%	831
2021 Q3	$358K	Hold	12,630	–	–	0.01%	863
2021 Q2	$371K	Sell	12,630 -580	-4%	-$16.4K	0.01%	851
2021 Q1	$359K	Hold	13,210	–	–	0.02%	799
2020 Q4	$344K	Hold	13,210	–	–	0.02%	683
2020 Q3	$322K	Hold	13,210	–	–	0.02%	630
2020 Q2	$304K	Hold	13,210	–	–	0.02%	592
2020 Q1	$251K	Sell	13,210 -276	-2%	-$6.21K	0.02%	576
2019 Q4	$324K	Hold	13,486	–	–	0.02%	562
2019 Q3	$299K	Buy	13,486 +61	+0.5%	+$1.37K	0.02%	565
2019 Q2	$300K	Hold	13,425	–	–	0.03%	566
2019 Q1	$299K	Sell	13,425 -50	-0.4%	-$1.09K	0.03%	515
2018 Q4	$270K	Buy	13,475 +135	+1%	+$2.98K	0.03%	437
2018 Q3	$321K	Buy	13,340 +8,526	+177%	+$212K	0.04%	439
2018 Q2	$126K	Buy	+4,814	New	+$127K	0.02%	721

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

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 $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

American Portfolios Advisors's QQQX Position: Q3 2022 in Review

American Portfolios Advisors increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 2% in Q3 2022, buying an estimated $7.2K and bringing the position to 15,944 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #815.

American Portfolios Advisors first reported a position in QQQX in Q2 2018 and has held it in 18 quarters since. The position peaked at $415K in Q4 2021. 95 funds tracked by Wall St. Rank hold QQQX as of Q3 2022.

American Portfolios Advisors held 15,944 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $327K as of Q3 2022.
American Portfolios Advisors bought 310 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2022, an estimated $7.2K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #815 holding.
American Portfolios Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $415K in Q4 2021.
95 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.