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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return