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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Management Professionals's QQQX Position: Q2 2026 in Review

Financial Management Professionals increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 2.3% in Q2 2026, buying an estimated $479 and bringing the position to 724 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Financial Management Professionals first reported a position in QQQX in Q2 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Financial Management Professionals held 724 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $22.3K as of Q2 2026.
Financial Management Professionals bought 16 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $479.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #421 holding.
Financial Management Professionals first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2023 and has held it in 11 quarters since.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.