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QQQX icon

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
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
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