Avantax Advisory Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-9,793	Closed	-$265K	–	2309
2024 Q4	$265K	Buy	9,793 +1,518	+18%	+$39.5K	﹤0.01%	1867
2024 Q3	$208K	Sell	8,275 -563	-6%	-$13.9K	﹤0.01%	1985
2024 Q2	$222K	Sell	8,838 -778	-8%	-$18.6K	﹤0.01%	1897
2024 Q1	$232K	Buy	+9,616	New	+$226K	﹤0.01%	1459
2020 Q4	–	Sell	-11,059	Closed	-$269K	–	1261
2020 Q3	$269K	Buy	+11,059	New	+$274K	﹤0.01%	1082

Other funds holding QQQX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's QQQX Position: Q1 2025 in Review

Avantax Advisory Services sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2025, closing a stake of 9,793 shares — an estimated $265K sold.

Avantax Advisory Services first reported a position in QQQX in Q3 2020 and held it in 5 quarters. The position peaked at $269K in Q3 2020. 139 funds tracked by Wall St. Rank hold QQQX as of Q1 2025.

Avantax Advisory Services reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 9,793 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2025, an estimated $265K.
Avantax Advisory Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2020 and held it in 5 quarters.
Avantax Advisory Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $269K in Q3 2020.
139 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.