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

Cornerstone 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
2026 Q2	$255K	Hold	8,453	–	–	0.02%	410
2026 Q1	$248K	Hold	8,453	–	–	0.02%	381
2025 Q4	$241K	Hold	8,453	–	–	0.02%	333
2025 Q3	$232K	Hold	8,453	–	–	0.02%	303
2025 Q2	$224K	Hold	8,453	–	–	0.02%	294
2025 Q1	$201K	Hold	8,453	–	–	0.02%	280
2024 Q4	$229K	Hold	8,453	–	–	0.02%	249
2024 Q3	$212K	Hold	8,453	–	–	0.02%	250
2024 Q2	$212K	Hold	8,453	–	–	0.02%	238
2024 Q1	$204K	Buy	+8,453	New	+$199K	0.02%	237
2023 Q3	–	Sell	-8,453	Closed	-$211K	–	152
2023 Q2	$211K	Hold	8,453	–	–	0.04%	137
2023 Q1	$202K	Buy	+8,453	New	+$193K	0.04%	140
2022 Q2	–	Sell	-8,453	Closed	-$240K	–	148
2022 Q1	$240K	Buy	+8,453	New	+$228K	0.04%	132

Other funds holding QQQX

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Wealth Group's QQQX Position: Q2 2026 in Review

Cornerstone Wealth Group held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q2 2026 at 8,453 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #410.

Cornerstone Wealth Group first reported a position in QQQX in Q1 2022 and has held it in 13 quarters since. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Cornerstone Wealth Group held 8,453 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $255K as of Q2 2026.
Cornerstone Wealth Group left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #410 holding.
Cornerstone Wealth Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and has held it in 13 quarters since.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.