Baird Financial Group
QQQX icon

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
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
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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group's QQQX Position: Q1 2026 in Review

Baird Financial Group opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026: 21,261 shares worth $567K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in QQQX as recently as Q3 2023.

Baird Financial Group first reported a position in QQQX in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2023. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Baird Financial Group held 21,261 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $567K as of Q1 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Baird Financial Group position in Q1 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1437 holding.
  • Baird Financial Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and has held it in 5 quarters since.
  • Baird Financial Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.16M in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.