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Chemistry Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Chemistry Wealth Management’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
2022
Q1 		– Sell
-7,260
Closed -$223K – 177
2021
Q4 		$223K Buy
+7,260
New +$216K 0.19% 77

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chemistry Wealth Management's QQQX Position: Q1 2022 in Review

Chemistry Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2022, closing a stake of 7,260 shares — an estimated $223K sold.

Chemistry Wealth Management first reported a position in QQQX in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 107 funds tracked by Wall St. Rank hold QQQX as of Q1 2022.

  • Chemistry Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2022 after selling out during the quarter.
  • Chemistry Wealth Management sold 7,260 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2022, an estimated $223K.
  • Chemistry Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2021 and held it in 1 quarter.
  • Chemistry Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $223K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2022.

Based on Chemistry Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.