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

Financial Management Professionals’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	$22.3K	Buy	724 +16	+2%	+$479	﹤0.01%	421
2026 Q1	$19.3K	Buy	+708	New	+$19.7K	﹤0.01%	410
2025 Q3	–	Sell	-155	Closed	-$4.19K	–	1042
2025 Q2	$4.19K	Hold	155	–	–	﹤0.01%	651
2025 Q1	$3.68K	Buy	155 +19	+14%	+$496	﹤0.01%	675
2024 Q4	$3.68K	Buy	136 +15	+12%	+$390	﹤0.01%	658
2024 Q3	$3K	Buy	121 +17	+16%	+$419	﹤0.01%	710
2024 Q2	$3K	Buy	104 +15	+17%	+$358	﹤0.01%	671
2024 Q1	$2K	Hold	89	–	–	﹤0.01%	776
2023 Q4	$2K	Hold	89	–	–	﹤0.01%	775
2023 Q3	$2K	Buy	89 +47	+112%	+$1.11K	﹤0.01%	726
2023 Q2	$1K	Buy	+42	New	+$1.02K	﹤0.01%	862

Other funds holding QQQX

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return