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

Capstone Financial Advisors’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
2024
Q3 		– Sell
-15,046
Closed -$377K – 169
2024
Q2 		$377K Sell
15,046
-2
-0% -$48 0.02% 96
2024
Q1 		$363K Sell
15,048
-338
-2% -$7.94K 0.02% 102
2023
Q4 		$356K Buy
15,386
+2,241
+17% +$50.1K 0.03% 102
2023
Q3 		$295K Hold
13,145
– – 0.02% 103
2023
Q2 		$328K Hold
13,145
– – 0.02% 98
2023
Q1 		$315K Hold
13,145
– – 0.02% 100
2022
Q4 		$269K Hold
13,145
– – 0.02% 106
2022
Q3 		$270K Hold
13,145
– – 0.02% 100
2022
Q2 		$287K Sell
13,145
-1,322
-9% -$32.5K 0.02% 103
2022
Q1 		$412K Hold
14,467
– – 0.03% 89
2021
Q4 		$443K Hold
14,467
– – 0.03% 86
2021
Q3 		$411K Hold
14,467
– – 0.03% 80
2021
Q2 		$425K Sell
14,467
-748
-5% -$21.2K 0.03% 83
2021
Q1 		$414K Buy
15,215
+190
+1% +$5.07K 0.04% 73
2020
Q4 		$391K Buy
15,025
+135
+0.9% +$3.34K 0.04% 68
2020
Q3 		$362K Buy
+14,890
New +$369K 0.04% 61

Other funds holding QQQX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Capstone Financial Advisors's QQQX Position: Q3 2024 in Review

Capstone Financial Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2024, closing a stake of 15,046 shares — an estimated $377K sold.

Capstone Financial Advisors first reported a position in QQQX in Q3 2020 and held it in 16 quarters. The position peaked at $443K in Q4 2021. 127 funds tracked by Wall St. Rank hold QQQX as of Q3 2024.

  • Capstone Financial Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 15,046 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2024, an estimated $377K.
  • Capstone Financial Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2020 and held it in 16 quarters.
  • Capstone Financial Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $443K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2024.

Based on Capstone Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.