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Coldstream Capital Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-2,061
Closed -$48.9K – 2806
2025
Q1 		$48.9K Buy
+2,061
New +$53.8K ﹤0.01% 1715

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Coldstream Capital Management's QQQX Position: Q2 2025 in Review

Coldstream Capital Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 2,061 shares — an estimated $48.9K sold.

Coldstream Capital Management first reported a position in QQQX in Q1 2025 and held it in 1 quarter. The position peaked at $48.9K in Q1 2025. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • Coldstream Capital Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,061 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $48.9K.
  • Coldstream Capital Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $48.9K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.