Baird Financial Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Baird Financial Group’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	$718K	Buy	23,835 +2,574	+12%	+$77K	﹤0.01%	1430
2026 Q1	$567K	Buy	+21,261	New	+$590K	﹤0.01%	1437
2023 Q4	–	Sell	-51,221	Closed	-$1.15M	–	1788
2023 Q3	$1.15M	Buy	51,221 +4,817	+10%	+$114K	﹤0.01%	1069
2023 Q2	$1.16M	Buy	46,404 +568	+1%	+$13.8K	﹤0.01%	1075
2023 Q1	$1.1M	Sell	45,836 -161	-0.4%	-$3.68K	﹤0.01%	1074
2022 Q4	$940K	Buy	+45,997	New	+$1.01M	﹤0.01%	1083

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

Baird Financial Group's QQQX Position: Q2 2026 in Review

Baird Financial Group increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 12% in Q2 2026, buying an estimated $77K and bringing the position to 23,835 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Baird Financial Group first reported a position in QQQX in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.16M in Q2 2023. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Baird Financial Group held 23,835 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $718K as of Q2 2026.
Baird Financial Group bought 2,574 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $77K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1430 holding.
Baird Financial Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and has held it in 6 quarters since.
Baird Financial Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.16M in Q2 2023.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.