Diversify Wealth Management
QQQX icon

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

Diversify Wealth Management’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 		$387K Sell
13,146
-70
-0.5% -$2.09K 0.01% 964
2026
Q1 		$393K Buy
+13,216
New +$367K 0.01% 874

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Diversify Wealth Management's QQQX Position: Q2 2026 in Review

Diversify Wealth Management reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.53% in Q2 2026, selling an estimated $2.09K and leaving 13,146 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #964.

Diversify Wealth Management first reported a position in QQQX in Q1 2026 and has held it in 2 quarters since. The position peaked at $393K in Q1 2026. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Diversify Wealth Management held 13,146 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $387K as of Q2 2026.
  • Diversify Wealth Management sold 70 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $2.09K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #964 holding.
  • Diversify Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $393K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.