Cetera Investment Advisers
QQQX icon

Cetera Investment Advisers’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Cetera Investment Advisers’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 		$1.49M Buy
55,703
+10,730
+24% +$298K ﹤0.01% 2548
2025
Q4 		$1.28M Buy
44,973
+2,793
+7% +$77.8K ﹤0.01% 2618
2025
Q3 		$1.16M Buy
42,180
+6,799
+19% +$182K ﹤0.01% 2654
2025
Q2 		$937K Buy
35,381
+1,345
+4% +$32.8K ﹤0.01% 2430
2025
Q1 		$808K Buy
34,036
+474
+1% +$12.4K ﹤0.01% 2438
2024
Q4 		$908K Sell
33,562
-1,186
-3% -$30.8K ﹤0.01% 2222
2024
Q3 		$873K Sell
34,748
-1,732
-5% -$42.7K ﹤0.01% 2214
2024
Q2 		$915K Sell
36,480
-8,230
-18% -$196K ﹤0.01% 2140
2024
Q1 		$1.08M Buy
44,710
+31,882
+249% +$749K ﹤0.01% 2012
2023
Q4 		$297K Sell
12,828
-105,235
-89% -$2.35M ﹤0.01% 1791
2023
Q3 		$2.65M Buy
118,063
+9,136
+8% +$216K 0.02% 637
2023
Q2 		$2.72M Buy
108,927
+54,178
+99% +$1.31M 0.02% 644
2023
Q1 		$1.31M Buy
54,749
+20,011
+58% +$458K 0.01% 916
2022
Q4 		$710K Buy
34,738
+13,656
+65% +$299K 0.01% 1169
2022
Q3 		$432K Buy
21,082
+7,097
+51% +$165K 0.01% 1048
2022
Q2 		$305K Buy
+13,985
New +$344K ﹤0.01% 1410

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return