Cypress Wealth Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Cypress Wealth Services’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	$233K	Buy	7,720 +101	+1%	+$3.02K	0.03%	388
2026 Q1	$203K	Hold	7,619	–	–	0.03%	381
2025 Q4	$217K	Buy	7,619 +178	+2%	+$4.96K	0.03%	363
2025 Q3	$204K	Buy	+7,441	New	+$199K	0.03%	333
2024 Q1	–	Sell	-10,454	Closed	-$242K	–	264
2023 Q4	$242K	Buy	+10,454	New	+$234K	0.06%	209
2023 Q3	–	Sell	-7,969	Closed	-$200K	–	254
2023 Q2	$200K	Buy	+7,969	New	+$193K	0.05%	236
2022 Q2	–	Sell	-8,106	Closed	-$231K	–	251
2022 Q1	$231K	Buy	8,106 +58	+0.7%	+$1.57K	0.06%	213
2021 Q4	$247K	Buy	8,048 +61	+0.8%	+$1.81K	0.07%	200
2021 Q3	$227K	Buy	7,987 +58	+0.7%	+$1.71K	0.07%	201
2021 Q2	$233K	Buy	7,929 +61	+0.8%	+$1.73K	0.06%	231
2021 Q1	$214K	Sell	7,868 -2,407	-23%	-$64.2K	0.04%	270
2020 Q4	$267K	Buy	+10,275	New	+$254K	0.06%	221

Other funds holding QQQX

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return