Carson Wealth (CWM LLC)
QQQX icon

Carson Wealth (CWM LLC)’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Carson Wealth (CWM 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 		$235K Buy
8,821
+420
+5% +$11.7K ﹤0.01% 2590
2025
Q4 		$240K Hold
8,401
– – ﹤0.01% 2420
2025
Q3 		$231K Buy
8,401
+1,500
+22% +$40.2K ﹤0.01% 2338
2025
Q2 		$183K Hold
6,901
– – ﹤0.01% 2252
2025
Q1 		$164K Hold
6,901
– – ﹤0.01% 2061
2024
Q4 		$187K Buy
6,901
+6,326
+1,100% +$165K ﹤0.01% 1867
2024
Q3 		$14K Hold
575
– – ﹤0.01% 3595
2024
Q2 		$14K Sell
575
-245
-30% -$5.84K ﹤0.01% 3354
2024
Q1 		$20K Buy
820
+5
+0.6% +$117 ﹤0.01% 2919
2023
Q4 		$19K Buy
815
+4
+0.5% +$89 ﹤0.01% 2810
2023
Q3 		$18K Buy
811
+579
+250% +$13.7K ﹤0.01% 2757
2023
Q2 		$6K Buy
232
+4
+2% +$97 ﹤0.01% 3370
2023
Q1 		$5K Buy
228
+5
+2% +$114 ﹤0.01% 3314
2022
Q4 		$5K Buy
223
+73
+49% +$1.6K ﹤0.01% 3212
2022
Q3 		$3K Hold
150
– – ﹤0.01% 3354
2022
Q2 		$3K Hold
150
– – ﹤0.01% 3229
2022
Q1 		$4K Sell
150
-5,661
-97% -$153K ﹤0.01% 2953
2021
Q4 		$178K Buy
+5,811
New +$173K ﹤0.01% 1080
2021
Q2 		$197K Hold
6,699
– – ﹤0.01% 914
2021
Q1 		$197K Hold
6,699
– – ﹤0.01% 914
2020
Q4 		$197K Hold
6,699
– – ﹤0.01% 914
2020
Q3 		$197K Hold
6,699
– – ﹤0.01% 914
2020
Q2 		$197K Hold
6,699
– – ﹤0.01% 914
2020
Q1 		$197K Hold
6,699
– – ﹤0.01% 914
2019
Q4 		$197K Hold
6,699
– – ﹤0.01% 914
2019
Q3 		$197K Hold
6,699
– – ﹤0.01% 914
2019
Q2 		$197K Hold
6,699
– – ﹤0.01% 914
2019
Q1 		$197K Buy
+6,699
New +$146K ﹤0.01% 914

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QQQX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 5% in Q1 2026, buying an estimated $11.7K and bringing the position to 8,821 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Carson Wealth (CWM LLC) first reported a position in QQQX in Q1 2019 and has held it in 28 quarters since. The position peaked at $240K in Q4 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,821 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $235K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 420 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $11.7K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2590 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $240K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.