DAS
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Diversify Advisory Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Diversify Advisory 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
Q1 		– Sell
-13,165
Closed -$372K – 694
2025
Q4 		$372K Buy
13,165
+1,300
+11% +$36.2K 0.01% 699
2025
Q3 		$336K Hold
11,865
– – 0.01% 687
2025
Q2 		$322K Buy
11,865
+70
+0.6% +$1.71K 0.01% 665
2025
Q1 		$281K Hold
11,795
– – 0.02% 514
2024
Q4 		$314K Sell
11,795
-1,675
-12% -$43.6K 0.02% 470
2024
Q3 		$342K Buy
13,470
+100
+0.7% +$2.46K 0.02% 471
2024
Q2 		$343K Buy
13,370
+350
+3% +$8.35K 0.02% 470
2024
Q1 		$314K Buy
+13,020
New +$306K 0.02% 530

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