BOK Financial
QQQX icon

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

BOK Financial’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
Q3 		$20K Hold
658
– – ﹤0.01% 894
2026
Q2 		$19.8K Hold
658
– – ﹤0.01% 930
2026
Q1 		$17.5K Hold
658
– – ﹤0.01% 921
2025
Q4 		$18.8K Hold
658
– – ﹤0.01% 931
2025
Q3 		$18.1K Hold
658
– – ﹤0.01% 961
2025
Q2 		$17.4K Hold
658
– – ﹤0.01% 923
2025
Q1 		$15.6K Buy
+658
New +$17.2K ﹤0.01% 943

Other funds holding QQQX

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
High Point Wealth Management
High Point Wealth Management Chester, New Jersey $126M AUM 22.64% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

BOK Financial's QQQX Position: Q3 2026 in Review

BOK Financial held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q3 2026 at 658 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

BOK Financial first reported a position in QQQX in Q1 2025 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • BOK Financial held 658 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $20K as of Q3 2026.
  • BOK Financial left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q3 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #894 holding.
  • BOK Financial first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2025 and has held it in 7 quarters since.
  • 73 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.