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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
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
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 $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return