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

Arkadios 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
Q2 		$955K Buy
31,690
+123
+0.4% +$3.68K 0.01% 823
2026
Q1 		$842K Buy
31,567
+50
+0.2% +$1.39K 0.01% 873
2025
Q4 		$899K Buy
31,517
+5,228
+20% +$146K 0.02% 746
2025
Q3 		$722K Hold
26,289
– – 0.02% 779
2025
Q2 		$696K Hold
26,289
– – 0.02% 724
2025
Q1 		$624K Hold
26,289
– – 0.02% 624
2024
Q4 		$711K Buy
26,289
+17,157
+188% +$446K 0.04% 417
2024
Q3 		$229K Hold
9,132
– – 0.01% 795
2024
Q2 		$229K Hold
9,132
– – 0.02% 727
2024
Q1 		$220K Hold
9,132
– – 0.02% 631
2023
Q4 		$211K Hold
9,132
– – 0.02% 635
2023
Q3 		$205K Sell
9,132
-60
-0.7% -$1.42K 0.02% 614
2023
Q2 		$229K Sell
9,192
-5,327
-37% -$129K 0.03% 526
2023
Q1 		$348K Hold
14,519
– – 0.04% 390
2022
Q4 		$297K Sell
14,519
-1,786
-11% -$39.1K 0.04% 410
2022
Q3 		$334K Sell
16,305
-4,866
-23% -$113K 0.05% 348
2022
Q2 		$462K Sell
21,171
-2,343
-10% -$57.6K 0.07% 298
2022
Q1 		$669K Sell
23,514
-16,198
-41% -$438K 0.09% 251
2021
Q4 		$1.22M Buy
39,712
+2,761
+7% +$82.1K 0.16% 147
2021
Q3 		$1.05M Buy
36,951
+1,918
+5% +$56.6K 0.15% 157
2021
Q2 		$1.03M Buy
35,033
+27,184
+346% +$770K 0.13% 194
2021
Q1 		$213K Buy
7,849
+3,988
+103% +$106K 0.04% 401
2020
Q4 		$100K Buy
+3,861
New +$95.5K 0.02% 438

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

Arkadios Wealth Advisors's QQQX Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.39% in Q2 2026, buying an estimated $3.68K and bringing the position to 31,690 shares worth $955K. The position accounts for 0.01% of the portfolio, ranked #823.

Arkadios Wealth Advisors first reported a position in QQQX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q4 2021. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Arkadios Wealth Advisors held 31,690 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $955K as of Q2 2026.
  • Arkadios Wealth Advisors bought 123 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $3.68K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #823 holding.
  • Arkadios Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.22M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.