Coppell Advisory Solutions’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-625	Closed	-$17K	–	1485
2024 Q4	$17K	Hold	625	–	–	﹤0.01%	933
2024 Q3	$15.5K	Buy	625 +400	+178%	+$9.86K	﹤0.01%	952
2024 Q2	$5.64K	Buy	+225	New	+$5.37K	﹤0.01%	1171
2023 Q4	$5.21K	Hold	225	–	–	﹤0.01%	1096
2023 Q3	$4.6K	Hold	225	–	–	﹤0.01%	726
2023 Q2	$5.53K	Buy	+225	New	+$5.46K	﹤0.01%	834
2023 Q1	–	Sell	-225	Closed	-$4.6K	–	855
2022 Q4	$4.6K	Buy	+225	New	+$4.92K	﹤0.01%	729

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1CP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's QQQX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2025, closing a stake of 625 shares — an estimated $17K sold.

Coppell Advisory Solutions first reported a position in QQQX in Q4 2022 and held it in 7 quarters. The position peaked at $17K in Q4 2024. 139 funds tracked by Wall St. Rank hold QQQX as of Q1 2025.

Coppell Advisory Solutions reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 625 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2025, an estimated $17K.
Coppell Advisory Solutions first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $17K in Q4 2024.
139 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.