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Avior Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Avior Wealth Management’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
2020
Q1 		– Sell
-380
Closed -$9K – 877
2019
Q4 		$9K Hold
380
– – ﹤0.01% 615
2019
Q3 		$8K Hold
380
– – ﹤0.01% 601
2019
Q2 		$9K Buy
+380
New +$8.5K ﹤0.01% 614

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Avior Wealth Management's QQQX Position: Q1 2020 in Review

Avior Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2020, closing a stake of 380 shares — an estimated $9K sold.

Avior Wealth Management first reported a position in QQQX in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 92 funds tracked by Wall St. Rank hold QQQX as of Q1 2020.

  • Avior Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2020 after selling out during the quarter.
  • Avior Wealth Management sold 380 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2020, an estimated $9K.
  • Avior Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2019 and held it in 3 quarters.
  • Avior Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $9K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2020.

Based on Avior Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.