Certified Advisory Corp’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-200	Closed	-$5K	–	606
2021 Q1	$5K	Buy	+200	New	+$5.33K	﹤0.01%	676
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	636
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	641
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	661
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	690
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	707
2019 Q1	$4K	Buy	+200	New	+$4.37K	﹤0.01%	656

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Certified Advisory Corp's QQQX Position: Q2 2021 in Review

Certified Advisory Corp sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2021, closing a stake of 200 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in QQQX in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q1 2021. 102 funds tracked by Wall St. Rank hold QQQX as of Q2 2021.

Certified Advisory Corp reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 200 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2021, an estimated $5K.
Certified Advisory Corp first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $5K in Q1 2021.
102 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.