Atomi Financial Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Atomi Financial Group’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	$235K	Buy	7,798 +96	+1%	+$2.87K	0.01%	1143
2026 Q1	$205K	Hold	7,702	–	–	0.01%	1144
2025 Q4	$220K	Buy	7,702 +163	+2%	+$4.54K	0.01%	1103
2025 Q3	$207K	Sell	7,539 -297	-4%	-$7.96K	0.01%	1100
2025 Q2	$207K	Buy	+7,836	New	+$191K	0.01%	1029
2025 Q1	–	Sell	-7,986	Closed	-$216K	–	1100
2024 Q4	$216K	Sell	7,986 -196	-2%	-$5.1K	0.01%	884
2024 Q3	$206K	Sell	8,182 -402	-5%	-$9.91K	0.01%	843
2024 Q2	$215K	Buy	8,584 +68	+0.8%	+$1.62K	0.02%	715
2024 Q1	$206K	Sell	8,516 -183	-2%	-$4.3K	0.02%	672
2023 Q4	$201K	Sell	8,699 -604	-6%	-$13.5K	0.03%	550
2023 Q3	$209K	Sell	9,303 -445	-5%	-$10.5K	0.07%	308
2023 Q2	$243K	Buy	9,748 +521	+6%	+$12.6K	0.11%	218
2023 Q1	$221K	Buy	+9,227	New	+$211K	0.12%	195

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

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

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

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

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

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

Atomi Financial Group's QQQX Position: Q2 2026 in Review

Atomi Financial Group increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 1.2% in Q2 2026, buying an estimated $2.87K and bringing the position to 7,798 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #1143.

Atomi Financial Group first reported a position in QQQX in Q1 2023 and has held it in 13 quarters since. The position peaked at $243K in Q2 2023. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Atomi Financial Group held 7,798 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $235K as of Q2 2026.
Atomi Financial Group bought 96 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $2.87K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1143 holding.
Atomi Financial Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $243K in Q2 2023.
152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.