Bay Capital Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Bay Capital 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
2026 Q2	$267K	Sell	8,860 -1,143	-11%	-$34.2K	0.14%	93
2026 Q1	$267K	Hold	10,003	–	–	0.16%	93
2025 Q4	$285K	Hold	10,003	–	–	0.17%	92
2025 Q3	$275K	Hold	10,003	–	–	0.18%	96
2025 Q2	$265K	Buy	10,003 +53	+0.5%	+$1.29K	0.2%	97
2025 Q1	$236K	Hold	9,950	–	–	0.2%	97
2024 Q4	$269K	Buy	+9,950	New	+$259K	0.22%	90

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

Bay Capital Advisors's QQQX Position: Q2 2026 in Review

Bay Capital Advisors reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 11% in Q2 2026, selling an estimated $34.2K and leaving 8,860 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #93.

Bay Capital Advisors first reported a position in QQQX in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Bay Capital Advisors held 8,860 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $267K as of Q2 2026.
Bay Capital Advisors sold 1,143 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $34.2K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.14% of Bay Capital Advisors's portfolio in Q2 2026, its #93 holding.
Bay Capital Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $285K in Q4 2025.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.