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Clearstead Trust’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-1,000
Closed -$27.5K – 1417
2025
Q3 		$27.5K Buy
+1,000
New +$26.8K ﹤0.01% 391

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Clearstead Trust's QQQX Position: Q4 2025 in Review

Clearstead Trust sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2025, closing a stake of 1,000 shares — an estimated $27.5K sold.

Clearstead Trust first reported a position in QQQX in Q3 2025 and held it in 1 quarter. The position peaked at $27.5K in Q3 2025. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

  • Clearstead Trust reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 1,000 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2025, an estimated $27.5K.
  • Clearstead Trust first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2025 and held it in 1 quarter.
  • Clearstead Trust's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $27.5K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.