EH
QQQX icon

Equitable Holdings’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Equitable Holdings’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 		$300K Buy
9,948
+594
+6% +$17.8K ﹤0.01% 1555
2026
Q1 		$267K Buy
9,354
+816
+10% +$22.6K ﹤0.01% 1503
2025
Q4 		$244K Buy
8,538
+450
+6% +$12.5K ﹤0.01% 1421
2025
Q3 		$222K Buy
8,088
+350
+5% +$9.38K ﹤0.01% 1402
2025
Q2 		$205K Buy
+7,738
New +$189K ﹤0.01% 1368
2024
Q1 		– Sell
-78,720
Closed -$1.82M – 1196
2023
Q4 		$1.82M Buy
78,720
+26,641
+51% +$596K 0.02% 434
2023
Q3 		$1.17M Buy
52,079
+9,332
+22% +$220K 0.02% 502
2023
Q2 		$1.07M Sell
42,747
-22,780
-35% -$553K 0.02% 502
2023
Q1 		$1.57M Sell
65,527
-8,268
-11% -$189K 0.03% 381
2022
Q4 		$1.51M Buy
73,795
+12,495
+20% +$273K 0.03% 352
2022
Q3 		$1.26M Buy
61,300
+7,852
+15% +$182K 0.02% 354
2022
Q2 		$1.17M Buy
53,448
+32,292
+153% +$793K 0.02% 377
2022
Q1 		$602K Buy
21,156
+2,750
+15% +$74.3K 0.01% 531
2021
Q4 		$564K Sell
18,406
-7,962
-30% -$237K 0.01% 540
2021
Q3 		$748K Buy
26,368
+4,000
+18% +$118K 0.01% 455
2021
Q2 		$657K Buy
22,368
+9,750
+77% +$276K 0.01% 475
2021
Q1 		$343K Buy
12,618
+2,445
+24% +$65.2K 0.01% 586
2020
Q4 		$265K Buy
10,173
+101
+1% +$2.5K 0.01% 591
2020
Q3 		$245K Hold
10,072
– – 0.01% 555
2020
Q2 		$232K Sell
10,072
-7,552
-43% -$168K 0.01% 560
2020
Q1 		$335K Buy
+17,624
New +$396K 0.01% 442

Other funds holding QQQX

Morgan Stanley
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
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
GC
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

Equitable Holdings's QQQX Position: Q2 2026 in Review

Equitable Holdings increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 6.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,948 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Equitable Holdings first reported a position in QQQX in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.82M in Q4 2023. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Equitable Holdings held 9,948 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $300K as of Q2 2026.
  • Equitable Holdings bought 594 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $17.8K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1555 holding.
  • Equitable Holdings first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2020 and has held it in 21 quarters since.
  • Equitable Holdings's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.82M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.