Financial Advocates Investment Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,344
| Closed | -$317K | – | 710 |
|
|
2025
Q1 | $317K | Buy |
13,344
+492
| +4% | +$11.7K | 0.02% | 543 |
|
|
2024
Q4 | $348K | Hold |
12,852
| – | – | 0.02% | 554 |
|
|
2024
Q3 | $323K | Sell |
12,852
-493
| -4% | -$12.4K | 0.02% | 582 |
|
|
2024
Q2 | $335K | Buy |
13,345
+1,416
| +12% | +$35.5K | 0.02% | 551 |
|
|
2024
Q1 | $288K | Hold |
11,929
| – | – | 0.02% | 602 |
|
|
2023
Q4 | $276K | Buy |
11,929
+480
| +4% | +$11.1K | 0.02% | 579 |
|
|
2023
Q3 | $257K | Hold |
11,449
| – | – | 0.02% | 568 |
|
|
2023
Q2 | $285K | Buy |
11,449
+400
| +4% | +$9.97K | 0.02% | 536 |
|
|
2023
Q1 | $265K | Buy |
11,049
+1,200
| +12% | +$28.7K | 0.02% | 586 |
|
|
2022
Q4 | $201K | Buy |
+9,849
| New | +$201K | 0.02% | 687 |
|