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Chancellor Financial Group WB’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Chancellor Financial Group WB’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 		$270K Sell
10,123
-85
-0.8% -$2.36K 0.19% 103
2025
Q4 		$291K Buy
+10,208
New +$284K 0.2% 101

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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Chancellor Financial Group WB's QQQX Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.83% in Q1 2026, selling an estimated $2.36K and leaving 10,123 shares worth $270K. The position accounts for 0.19% of the portfolio, ranked #103.

Chancellor Financial Group WB first reported a position in QQQX in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Chancellor Financial Group WB held 10,123 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $270K as of Q1 2026.
  • Chancellor Financial Group WB sold 85 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $2.36K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.19% of Chancellor Financial Group WB's portfolio in Q1 2026, its #103 holding.
  • Chancellor Financial Group WB first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 2 quarters since.
  • Chancellor Financial Group WB's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $291K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.