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EverSource Wealth Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

EverSource Wealth Advisors’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
2025
Q4 		– Sell
-3,900
Closed -$107K – 4408
2025
Q3 		$107K Buy
+3,900
New +$105K ﹤0.01% 1244

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

EverSource Wealth Advisors's QQQX Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2025, closing a stake of 3,900 shares — an estimated $107K sold.

EverSource Wealth Advisors first reported a position in QQQX in Q3 2025 and held it in 1 quarter. The position peaked at $107K in Q3 2025. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,900 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2025, an estimated $107K.
  • EverSource Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $107K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.