Financial Advocates Investment Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-13,344	Closed	-$317K	–	732
2025 Q1	$317K	Buy	13,344 +492	+4%	+$12.8K	0.02%	546
2024 Q4	$348K	Hold	12,852	–	–	0.02%	555
2024 Q3	$323K	Sell	12,852 -493	-4%	-$12.1K	0.02%	584
2024 Q2	$335K	Buy	13,345 +1,416	+12%	+$33.8K	0.02%	553
2024 Q1	$288K	Hold	11,929	–	–	0.02%	605
2023 Q4	$276K	Buy	11,929 +480	+4%	+$10.7K	0.02%	579
2023 Q3	$257K	Hold	11,449	–	–	0.02%	571
2023 Q2	$285K	Buy	11,449 +400	+4%	+$9.71K	0.02%	537
2023 Q1	$265K	Buy	11,049 +1,200	+12%	+$27.4K	0.02%	593
2022 Q4	$201K	Buy	+9,849	New	+$216K	0.02%	692

Other funds holding QQQX

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Financial Advocates Investment Management's QQQX Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 13,344 shares — an estimated $317K sold.

Financial Advocates Investment Management first reported a position in QQQX in Q4 2022 and held it in 10 quarters. The position peaked at $348K in Q4 2024. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

Financial Advocates Investment Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 13,344 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $317K.
Financial Advocates Investment Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and held it in 10 quarters.
Financial Advocates Investment Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $348K in Q4 2024.
131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.