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 Q2	$1.4M	Buy	+46,420	New	+$1.39M	0.02%	453
2026 Q1	–	Sell	-48,119	Closed	-$1.37M	–	853
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	0.07%	199
2024 Q1	$3M	Sell	124,146 -1,093	-0.9%	-$25.7K	0.08%	192
2023 Q4	$2.9M	Buy	125,239 +87,163	+229%	+$1.95M	0.08%	187
2023 Q3	$856K	Buy	+38,076	New	+$899K	0.03%	347

Other funds holding QQQX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Axxcess Wealth Management's QQQX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 46,420 shares worth $1.4M. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in QQQX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in QQQX in Q3 2023 and has held it in 11 quarters since. The position peaked at $3M in Q1 2024. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Axxcess Wealth Management held 46,420 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.4M as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Axxcess Wealth Management position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #453 holding.
Axxcess Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $3M in Q1 2024.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.