BDO Wealth Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

BDO 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
2021 Q1	–	Sell	-300	Closed	-$8K	–	1249
2020 Q4	$8K	Hold	300	–	–	﹤0.01%	579
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	530
2020 Q2	$7K	Sell	300 -100	-25%	-$2.23K	﹤0.01%	534
2020 Q1	$8K	Hold	400	–	–	﹤0.01%	564
2019 Q4	$10K	Sell	400 -2,000	-83%	-$46.8K	﹤0.01%	438
2019 Q3	$53K	Hold	2,400	–	–	0.01%	304
2019 Q2	$54K	Buy	+2,400	New	+$53.7K	0.01%	298

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's QQQX Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2021, closing a stake of 300 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in QQQX in Q2 2019 and held it in 7 quarters. The position peaked at $54K in Q2 2019. 108 funds tracked by Wall St. Rank hold QQQX as of Q1 2021.

BDO Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 300 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2021, an estimated $8K.
BDO Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $54K in Q2 2019.
108 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.