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

Arete Wealth 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
2026 Q1	–	Sell	-128,348	Closed	-$3.66M	–	376
2025 Q4	$3.66M	Buy	128,348 +2,660	+2%	+$74.1K	0.25%	96
2025 Q3	$3.45M	Buy	125,688 +533	+0.4%	+$14.3K	0.22%	95
2025 Q2	$3.31M	Buy	125,155 +3,263	+3%	+$79.7K	0.24%	90
2025 Q1	$2.9M	Buy	121,892 +913	+0.8%	+$23.8K	0.22%	101
2024 Q4	$3.28M	Sell	120,979 -219	-0.2%	-$5.7K	0.24%	88
2024 Q3	$3.03M	Buy	121,198 +4,121	+4%	+$102K	0.26%	81
2024 Q2	$2.93M	Sell	117,077 -221	-0.2%	-$5.27K	0.24%	86
2024 Q1	$2.83M	Buy	117,298 +458	+0.4%	+$10.8K	0.26%	89
2023 Q4	$2.7M	Sell	116,840 -995	-0.8%	-$22.3K	0.21%	98
2023 Q3	$2.65M	Buy	+117,835	New	+$2.78M	0.46%	48

Other funds holding QQQX

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arete Wealth Advisors's QQQX Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026, closing a stake of 128,348 shares — an estimated $3.66M sold.

Arete Wealth Advisors first reported a position in QQQX in Q3 2023 and held it in 10 quarters. The position peaked at $3.66M in Q4 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

Arete Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 128,348 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $3.66M.
Arete Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2023 and held it in 10 quarters.
Arete Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $3.66M in Q4 2025.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.