Cyndeo Wealth Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Cyndeo Wealth Partners’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	$495K	Hold	16,408	–	–	0.02%	353
2026 Q1	$438K	Buy	16,408 +2,626	+19%	+$72.9K	0.02%	346
2025 Q4	$393K	Sell	13,782 -30	-0.2%	-$836	0.02%	362
2025 Q3	$379K	Hold	13,812	–	–	0.02%	350
2025 Q2	$366K	Hold	13,812	–	–	0.02%	346
2025 Q1	$328K	Sell	13,812 -1,098	-7%	-$28.7K	0.02%	354
2024 Q4	$403K	Hold	14,910	–	–	0.03%	326
2024 Q3	$375K	Hold	14,910	–	–	0.03%	335
2024 Q2	$374K	Sell	14,910 -151	-1%	-$3.6K	0.03%	306
2024 Q1	$364K	Sell	15,061 -14,318	-49%	-$336K	0.03%	302
2023 Q4	$680K	Hold	29,379	–	–	0.06%	221
2023 Q3	$660K	Hold	29,379	–	–	0.07%	203
2023 Q2	$732K	Hold	29,379	–	–	0.08%	190
2023 Q1	$703K	Hold	29,379	–	–	0.08%	196
2022 Q4	$600K	Buy	+29,379	New	+$643K	0.07%	199

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

Cyndeo Wealth Partners's QQQX Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q2 2026 at 16,408 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #353.

Cyndeo Wealth Partners first reported a position in QQQX in Q4 2022 and has held it in 15 quarters since. The position peaked at $732K in Q2 2023. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Cyndeo Wealth Partners held 16,408 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $495K as of Q2 2026.
Cyndeo Wealth Partners 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 Cyndeo Wealth Partners's portfolio in Q2 2026, its #353 holding.
Cyndeo Wealth Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $732K in Q2 2023.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.