Creative Planning
QQQX icon

Creative Planning’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Creative Planning’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 		$293K Sell
9,733
-1,728
-15% -$51.7K ﹤0.01% 3585
2026
Q1 		$306K Buy
11,461
+1,122
+11% +$31.1K ﹤0.01% 3419
2025
Q4 		$295K Buy
10,339
+1,913
+23% +$53.3K ﹤0.01% 3249
2025
Q3 		$231K Buy
+8,426
New +$226K ﹤0.01% 3355
2023
Q3 		– Sell
-8,978
Closed -$224K – 3008
2023
Q2 		$224K Sell
8,978
-3,522
-28% -$85.5K ﹤0.01% 2134
2023
Q1 		$299K Buy
+12,500
New +$286K ﹤0.01% 1824
2022
Q2 		– Sell
-13,934
Closed -$396K – 2488
2022
Q1 		$396K Buy
13,934
+899
+7% +$24.3K ﹤0.01% 1459
2021
Q4 		$400K Buy
13,035
+404
+3% +$12K ﹤0.01% 1437
2021
Q3 		$358K Buy
12,631
+84
+0.7% +$2.48K ﹤0.01% 1489
2021
Q2 		$369K Sell
12,547
-5
-0% -$142 ﹤0.01% 1447
2021
Q1 		$341K Hold
12,552
– – ﹤0.01% 1709
2020
Q4 		$326K Buy
12,552
+667
+6% +$16.5K ﹤0.01% 1568
2020
Q3 		$289K Sell
11,885
-300
-2% -$7.43K ﹤0.01% 1434
2020
Q2 		$280K Sell
12,185
-379
-3% -$8.44K ﹤0.01% 1353
2020
Q1 		$239K Buy
12,564
+379
+3% +$8.52K ﹤0.01% 1293
2019
Q4 		$293K Hold
12,185
– – ﹤0.01% 1415
2019
Q3 		$270K Sell
12,185
-1,489
-11% -$33.4K ﹤0.01% 1425
2019
Q2 		$306K Buy
13,674
+310
+2% +$6.93K ﹤0.01% 1356
2019
Q1 		$298K Buy
13,364
+1,078
+9% +$23.6K ﹤0.01% 1330
2018
Q4 		$246K Buy
12,286
+122
+1% +$2.7K ﹤0.01% 1353
2018
Q3 		$292K Sell
12,164
-700
-5% -$17.4K ﹤0.01% 1419
2018
Q2 		$337K Buy
12,864
+551
+4% +$14.5K ﹤0.01% 1302
2018
Q1 		$304K Sell
12,313
-215
-2% -$5.33K ﹤0.01% 1334
2017
Q4 		$303K Sell
12,528
-585
-4% -$13.9K ﹤0.01% 1357
2017
Q3 		$290K Buy
13,113
+233
+2% +$5.1K ﹤0.01% 1349
2017
Q2 		$280K Buy
12,880
+5,068
+65% +$110K ﹤0.01% 1327
2017
Q1 		$162K Buy
7,812
+3,957
+103% +$79.8K ﹤0.01% 1625
2016
Q4 		$72K Hold
3,855
– – ﹤0.01% 2096
2016
Q3 		$73K Hold
3,855
– – ﹤0.01% 2074
2016
Q2 		$69K Sell
3,855
-200
-5% -$3.6K ﹤0.01% 1921
2016
Q1 		$75K Buy
4,055
+1,100
+37% +$19.3K ﹤0.01% 1812
2015
Q4 		$57K Buy
2,955
+1,000
+51% +$19.1K ﹤0.01% 2019
2015
Q3 		$34K Buy
+1,955
New +$35.9K ﹤0.01% 2333
2015
Q2 		– Sell
-1,755
Closed -$33K – 2551
2015
Q1 		$33K Hold
1,755
– – ﹤0.01% 2307
2014
Q4 		$34K Buy
+1,755
New +$35K ﹤0.01% 2262
2013
Q3 		– Sell
-3,000
Closed -$47K – 3327
2013
Q2 		$47K Buy
+3,000
New +$47.6K ﹤0.01% 1420

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning's QQQX Position: Q2 2026 in Review

Creative Planning reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 15% in Q2 2026, selling an estimated $51.7K and leaving 9,733 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Creative Planning first reported a position in QQQX in Q2 2013 and has held it in 36 quarters since. The position peaked at $400K in Q4 2021. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Creative Planning held 9,733 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $293K as of Q2 2026.
  • Creative Planning sold 1,728 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $51.7K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3585 holding.
  • Creative Planning first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2013 and has held it in 36 quarters since.
  • Creative Planning's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $400K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.