Dynamic Advisor Solutions
QQQX icon

Dynamic Advisor Solutions’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$530K Buy
17,417
+1,400
+9% +$42.4K 0.02% 653
2026
Q2 		$483K Buy
16,017
+231
+1% +$6.91K 0.01% 700
2026
Q1 		$421K Buy
15,786
+2,910
+23% +$80.8K 0.01% 697
2025
Q4 		$367K Buy
+12,876
New +$359K 0.01% 710

Other funds holding QQQX

PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Dynamic Advisor Solutions's QQQX Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 8.7% in Q3 2026, buying an estimated $42.4K and bringing the position to 17,417 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #653.

Dynamic Advisor Solutions first reported a position in QQQX in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • Dynamic Advisor Solutions held 17,417 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $530K as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,400 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $42.4K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #653 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.