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Bellwether Investment Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-2,547
Closed -$47K – 910
2016
Q4 		$47K Buy
+2,547
New +$47.4K 0.04% 275
2016
Q2 		$8K Buy
+458
New +$8.24K 0.01% 436

Other funds holding QQQX

Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Bellwether Investment Group's QQQX Position: Q1 2017 in Review

Bellwether Investment Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2017, closing a stake of 2,547 shares — an estimated $47K sold.

Bellwether Investment Group first reported a position in QQQX in Q2 2016 and held it in 2 quarters. The position peaked at $47K in Q4 2016. 53 funds tracked by Wall St. Rank hold QQQX as of Q1 2017.

  • Bellwether Investment Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,547 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2017, an estimated $47K.
  • Bellwether Investment Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $47K in Q4 2016.
  • 53 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.