CIBC Private Wealth Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

CIBC Private Wealth Group’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
2024 Q3	–	Sell	-150	Closed	-$3.84K	–	3270
2024 Q2	$3.84K	Sell	150 -350	-70%	-$8.35K	﹤0.01%	2592
2024 Q1	$12K	Buy	+500	New	+$11.7K	﹤0.01%	2209
2021 Q3	–	Sell	-16,332	Closed	-$480K	–	1007
2021 Q2	$480K	Hold	16,332	–	–	﹤0.01%	808
2021 Q1	$444K	Hold	16,332	–	–	﹤0.01%	826
2020 Q4	$425K	Buy	+16,332	New	+$404K	﹤0.01%	802
2018 Q3	–	Sell	-520	Closed	-$14K	–	1540
2018 Q2	$14K	Hold	520	–	–	﹤0.01%	1490
2018 Q1	$13K	Hold	520	–	–	﹤0.01%	1478
2017 Q4	$13K	Buy	+520	New	+$12.3K	﹤0.01%	1492

Other funds holding QQQX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CIBC Private Wealth Group's QQQX Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2024, closing a stake of 150 shares — an estimated $3.84K sold.

CIBC Private Wealth Group first reported a position in QQQX in Q4 2017 and held it in 8 quarters. The position peaked at $480K in Q2 2021. 127 funds tracked by Wall St. Rank hold QQQX as of Q3 2024.

CIBC Private Wealth Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 150 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2024, an estimated $3.84K.
CIBC Private Wealth Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2017 and held it in 8 quarters.
CIBC Private Wealth Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $480K in Q2 2021.
127 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.