B. Riley Wealth Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$492K	Sell	18,182 -82	-0.4%	-$2.13K	0.02%	703
2024 Q3	$462K	Sell	18,264 -1,365	-7%	-$33.6K	0.01%	773
2024 Q2	$501K	Sell	19,629 -1,097	-5%	-$26.2K	0.01%	816
2024 Q1	$474K	Buy	20,726 +1,596	+8%	+$37.5K	0.01%	820
2023 Q4	$443K	Sell	19,130 -1,596	-8%	-$35.7K	0.01%	874
2023 Q3	$474K	Buy	20,726 +31	+0.1%	+$732	0.01%	820
2023 Q2	$525K	Sell	20,695 -511	-2%	-$12.4K	0.01%	827
2023 Q1	$517K	Sell	21,206 -10,211	-33%	-$234K	0.01%	790
2022 Q4	$642K	Buy	31,417 +19,910	+173%	+$436K	0.02%	693
2022 Q3	$237K	Buy	+11,507	New	+$267K	0.01%	1146

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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

B. Riley Wealth Advisors's QQQX Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.45% in Q4 2024, selling an estimated $2.13K and leaving 18,182 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #703.

B. Riley Wealth Advisors first reported a position in QQQX in Q3 2022 and has held it in 10 quarters since. The position peaked at $642K in Q4 2022. 139 funds tracked by Wall St. Rank hold QQQX as of Q4 2024.

B. Riley Wealth Advisors held 18,182 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $492K as of Q4 2024.
B. Riley Wealth Advisors sold 82 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2024, an estimated $2.13K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #703 holding.
B. Riley Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2022 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $642K in Q4 2022.
139 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.