CJ
QQQX icon

Caitlin John’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Caitlin John’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 		$114K Hold
4,283
– – 0.07% 219
2025
Q4 		$122K Sell
4,283
-1,553
-27% -$43.3K 0.08% 217
2025
Q3 		$160K Buy
+5,836
New +$156K 0.11% 147
2025
Q1 		– Sell
-4,017
Closed -$109K – 635
2024
Q4 		$109K Buy
4,017
+81
+2% +$2.11K 0.07% 168
2024
Q3 		$104K Buy
3,936
+115
+3% +$2.83K 0.07% 175
2024
Q2 		$95.8K Buy
3,821
+52
+1% +$1.24K 0.07% 173
2024
Q1 		$91K Buy
3,769
+53
+1% +$1.25K 0.07% 172
2023
Q4 		$86K Buy
+3,716
New +$83.1K 0.07% 153

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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return