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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
2025
Q2 		– Sell
-18,232
Closed -$433K – 1316
2025
Q1 		$433K Buy
18,232
+50
+0.3% +$1.3K 0.01% 815
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

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

B. Riley Wealth Advisors's QQQX Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 18,232 shares — an estimated $433K sold.

B. Riley Wealth Advisors first reported a position in QQQX in Q3 2022 and held it in 11 quarters. The position peaked at $642K in Q4 2022. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,232 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $433K.
  • B. Riley Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2022 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $642K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.