Atria Wealth Solutions’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Atria Wealth Solutions’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 Q2	$406K	Sell	15,023 -15,318	-50%	-$374K	0.01%	1012
2025 Q1	$738K	Sell	30,341 -489	-2%	-$12.8K	0.01%	1003
2024 Q4	$834K	Buy	30,830 +51	+0.2%	+$1.33K	0.01%	1003
2024 Q3	$786K	Sell	30,779 -1,150	-4%	-$28.3K	0.01%	1019
2024 Q2	$817K	Sell	31,929 -9,149	-22%	-$218K	0.01%	987
2024 Q1	$1.01M	Sell	41,078 -29,259	-42%	-$687K	0.01%	906
2023 Q4	$1.63M	Sell	70,337 -30,747	-30%	-$688K	0.02%	671
2023 Q3	$2.31M	Buy	101,084 +7,978	+9%	+$188K	0.03%	511
2023 Q2	$2.36M	Buy	93,106 +9,452	+11%	+$229K	0.03%	513
2023 Q1	$2.04M	Buy	83,654 +2,253	+3%	+$51.5K	0.03%	533
2022 Q4	$1.66M	Buy	81,401 +59,613	+274%	+$1.3M	0.03%	581
2022 Q3	$457K	Buy	+21,788	New	+$506K	0.01%	1070
2022 Q2	–	Sell	-16,572	Closed	-$480K	–	1849
2022 Q1	$480K	Buy	+16,572	New	+$448K	0.01%	1089

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

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Atria Wealth Solutions's QQQX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 50% in Q2 2025, selling an estimated $374K and leaving 15,023 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #1012.

Atria Wealth Solutions first reported a position in QQQX in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.36M in Q2 2023. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

Atria Wealth Solutions held 15,023 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $406K as of Q2 2025.
Atria Wealth Solutions sold 15,318 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $374K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1012 holding.
Atria Wealth Solutions first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $2.36M in Q2 2023.
131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.