BFO
QQQX icon

Boston Family Office’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Boston Family Office’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 		– Sell
-7,152
Closed -$204K – 315
2025
Q4 		$204K Buy
+7,152
New +$199K 0.01% 305

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

Boston Family Office's QQQX Position: Q1 2026 in Review

Boston Family Office sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026, closing a stake of 7,152 shares — an estimated $204K sold.

Boston Family Office first reported a position in QQQX in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Boston Family Office reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Boston Family Office sold 7,152 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $204K.
  • Boston Family Office first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • Boston Family Office's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $204K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.