AWM
QQQX icon

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

Axxcess 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
2026
Q1 		– Sell
-48,119
Closed -$1.37M – 862
2025
Q4 		$1.37M Buy
48,119
+706
+1% +$19.7K 0.02% 453
2025
Q3 		$1.3M Sell
47,413
-1,118
-2% -$30K 0.03% 397
2025
Q2 		$1.28M Sell
48,531
-562
-1% -$13.7K 0.03% 373
2025
Q1 		$1.17M Sell
49,093
-6,365
-11% -$166K 0.03% 357
2024
Q4 		$1.5M Buy
55,458
+1,794
+3% +$46.7K 0.04% 336
2024
Q3 		$1.35M Sell
53,664
-59,239
-52% -$1.46M 0.03% 333
2024
Q2 		$2.83M Sell
112,903
-11,243
-9% -$268K 0.08% 199
2024
Q1 		$3M Sell
124,146
-1,093
-0.9% -$25.7K 0.09% 192
2023
Q4 		$2.9M Buy
125,239
+87,163
+229% +$1.95M 0.09% 187
2023
Q3 		$856K Buy
+38,076
New +$899K 0.03% 347

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 $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return