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Aurora Private Wealth’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Aurora Private Wealth’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 		$224K Buy
7,430
+61
+0.8% +$1.82K 0.14% 158
2026
Q1 		$210K Hold
7,369
– – 0.15% 155
2025
Q4 		$210K Buy
+7,369
New +$205K 0.14% 149

Other funds holding QQQX

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Aurora Private Wealth's QQQX Position: Q2 2026 in Review

Aurora Private Wealth increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.83% in Q2 2026, buying an estimated $1.82K and bringing the position to 7,430 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #158.

Aurora Private Wealth first reported a position in QQQX in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Aurora Private Wealth held 7,430 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $224K as of Q2 2026.
  • Aurora Private Wealth bought 61 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.82K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.14% of Aurora Private Wealth's portfolio in Q2 2026, its #158 holding.
  • Aurora Private Wealth first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.