Capital Analysts LLC’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Capital Analysts LLC’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	$144K	Hold	5,404	–	–	﹤0.01%	706
2025 Q4	$154K	Hold	5,404	–	–	﹤0.01%	669
2025 Q3	$148K	Buy	5,404 +2,702	+100%	+$72.4K	﹤0.01%	644
2025 Q2	$72K	Sell	2,702 -2,702	-50%	-$66K	﹤0.01%	737
2025 Q1	$128K	Hold	5,404	–	–	﹤0.01%	594
2024 Q4	$146K	Hold	5,404	–	–	0.01%	540
2024 Q3	$136K	Hold	5,404	–	–	0.01%	537
2024 Q2	$136K	Hold	5,404	–	–	0.01%	517
2024 Q1	$130K	Hold	5,404	–	–	0.01%	512
2023 Q4	$125K	Hold	5,404	–	–	0.01%	496
2023 Q3	$121K	Hold	5,404	–	–	0.01%	455
2023 Q2	$135K	Hold	5,404	–	–	0.01%	427
2023 Q1	$129K	Hold	5,404	–	–	0.01%	430
2022 Q4	$110K	Hold	5,404	–	–	0.01%	480
2022 Q3	$111K	Hold	5,404	–	–	0.01%	427
2022 Q2	$118K	Hold	5,404	–	–	0.01%	406
2022 Q1	$154K	Hold	5,404	–	–	0.01%	367
2021 Q4	$166K	Hold	5,404	–	–	0.01%	364
2021 Q3	$153K	Hold	5,404	–	–	0.01%	380
2021 Q2	$159K	Hold	5,404	–	–	0.01%	369
2021 Q1	$147K	Hold	5,404	–	–	0.01%	381
2020 Q4	$141K	Hold	5,404	–	–	0.01%	275
2020 Q3	$132K	Hold	5,404	–	–	0.01%	282
2020 Q2	$124K	Buy	5,404 +1	+0%	+$22	0.01%	257
2020 Q1	$103K	Sell	5,403 -1	-0%	-$22	0.01%	254
2019 Q4	$130K	Hold	5,404	–	–	0.01%	272
2019 Q3	$119K	Buy	+5,404	New	+$121K	0.01%	265

Other funds holding QQQX

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Analysts LLC's QQQX Position: Q1 2026 in Review

Capital Analysts LLC held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q1 2026 at 5,404 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Capital Analysts LLC first reported a position in QQQX in Q3 2019 and has held it in 27 quarters since. The position peaked at $166K in Q4 2021. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

Capital Analysts LLC held 5,404 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $144K as of Q1 2026.
Capital Analysts LLC left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q1 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #706 holding.
Capital Analysts LLC first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2019 and has held it in 27 quarters since.
Capital Analysts LLC's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $166K in Q4 2021.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.