Dakota Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$982K Hold
37,110
0.02% 382
2025
Q1
$881K Buy
37,110
+1,160
+3% +$27.6K 0.02% 393
2024
Q4
$972K Buy
35,950
+1,795
+5% +$48.6K 0.02% 370
2024
Q3
$858K Buy
34,155
+14,525
+74% +$365K 0.02% 401
2024
Q2
$492K Buy
19,630
+6,750
+52% +$169K 0.01% 506
2024
Q1
$311K Buy
+12,880
New +$311K 0.01% 575