Anchor Investment Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Anchor Investment Management’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
2025 Q4	–	Sell	-200	Closed	-$5.49K	–	1075
2025 Q3	$5.49K	Hold	200	–	–	﹤0.01%	893
2025 Q2	$5.29K	Hold	200	–	–	﹤0.01%	880
2025 Q1	$4.75K	Hold	200	–	–	﹤0.01%	886
2024 Q4	$5.41K	Hold	200	–	–	﹤0.01%	870
2024 Q3	$5.02K	Hold	200	–	–	﹤0.01%	872
2024 Q2	$5.02K	Buy	+200	New	+$4.77K	﹤0.01%	841

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 $445B AUM 25.58% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Anchor Investment Management's QQQX Position: Q4 2025 in Review

Anchor Investment Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2025, closing a stake of 200 shares — an estimated $5.49K sold.

Anchor Investment Management first reported a position in QQQX in Q2 2024 and held it in 6 quarters. The position peaked at $5.49K in Q3 2025. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

Anchor Investment Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
Anchor Investment Management sold 200 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2025, an estimated $5.49K.
Anchor Investment Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2024 and held it in 6 quarters.
Anchor Investment Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $5.49K in Q3 2025.
147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.