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

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

Cypress Wealth Services's QQQX Position: Q2 2026 in Review

Cypress Wealth Services increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 1.3% in Q2 2026, buying an estimated $3.02K and bringing the position to 7,720 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #388.

Cypress Wealth Services first reported a position in QQQX in Q4 2020 and has held it in 12 quarters since. The position peaked at $267K in Q4 2020. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Cypress Wealth Services held 7,720 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $233K as of Q2 2026.
Cypress Wealth Services bought 101 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $3.02K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #388 holding.
Cypress Wealth Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2020 and has held it in 12 quarters since.
Cypress Wealth Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $267K in Q4 2020.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.