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 Q2	$131K	Buy	4,358 +75	+2%	+$2.24K	0.07%	233
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	–	629
2024 Q4	$109K	Buy	4,017 +81	+2%	+$2.11K	0.07%	168
2024 Q3	$104K	Buy	3,936 +115	+3%	+$2.83K	0.06%	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 New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caitlin John's QQQX Position: Q2 2026 in Review

Caitlin John increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 1.8% in Q2 2026, buying an estimated $2.24K and bringing the position to 4,358 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #233.

Caitlin John first reported a position in QQQX in Q4 2023 and has held it in 9 quarters since. The position peaked at $160K in Q3 2025. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Caitlin John held 4,358 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $131K as of Q2 2026.
Caitlin John bought 75 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $2.24K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.07% of Caitlin John's portfolio in Q2 2026, its #233 holding.
Caitlin John first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $160K in Q3 2025.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.