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Cornerstone Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Cornerstone Advisors’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
-202,047
Closed -$5.55M – 245
2025
Q3 		$5.55M Sell
202,047
-365,176
-64% -$9.79M 0.18% 114
2025
Q2 		$15M Sell
567,223
-356,446
-39% -$8.7M 0.52% 51
2025
Q1 		$21.9M Sell
923,669
-195,615
-17% -$5.11M 0.95% 23
2024
Q4 		$30.3M Sell
1,119,284
-25,600
-2% -$666K 1.21% 15
2024
Q3 		$28.8M Hold
1,144,884
– – 1.14% 18
2024
Q2 		$28.7M Hold
1,144,884
– – 1.17% 13
2024
Q1 		$27.6M Buy
1,144,884
+384,743
+51% +$9.04M 1.14% 14
2023
Q4 		$17.6M Buy
760,141
+536,490
+240% +$12M 0.77% 28
2023
Q3 		$5.03M Buy
+223,651
New +$5.28M 0.23% 114
2015
Q4 		– Sell
-248,959
Closed -$4.29M – 252
2015
Q3 		$4.29M Sell
248,959
-81,700
-25% -$1.5M 1.01% 26
2015
Q2 		$6.1M Buy
330,659
+155,394
+89% +$2.95M 1.36% 17
2015
Q1 		$3.29M Buy
+175,265
New +$3.33M 0.68% 42

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
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
GC
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

Cornerstone Advisors's QQQX Position: Q4 2025 in Review

Cornerstone Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2025, closing a stake of 202,047 shares — an estimated $5.55M sold.

Cornerstone Advisors first reported a position in QQQX in Q1 2015 and held it in 12 quarters. The position peaked at $30.3M in Q4 2024. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

  • Cornerstone Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisors sold 202,047 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2025, an estimated $5.55M.
  • Cornerstone Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2015 and held it in 12 quarters.
  • Cornerstone Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $30.3M in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.