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

Financial Synergies 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
2024 Q2	–	Sell	-460	Closed	-$11.1K	–	369
2024 Q1	$11.1K	Hold	460	–	–	﹤0.01%	244
2023 Q4	$9.4K	Hold	460	–	–	﹤0.01%	192
2023 Q3	$10.3K	Hold	460	–	–	﹤0.01%	230
2023 Q2	$11.5K	Hold	460	–	–	﹤0.01%	219
2023 Q1	$11K	Hold	460	–	–	﹤0.01%	231
2022 Q4	$9.4K	Hold	460	–	–	﹤0.01%	192
2022 Q3	$9.44K	Hold	460	–	–	﹤0.01%	164
2022 Q2	$10K	Buy	+460	New	+$11.3K	﹤0.01%	169

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

1CP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Synergies Wealth Advisors's QQQX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2024, closing a stake of 460 shares — an estimated $11.1K sold.

Financial Synergies Wealth Advisors first reported a position in QQQX in Q2 2022 and held it in 8 quarters. The position peaked at $11.5K in Q2 2023. 121 funds tracked by Wall St. Rank hold QQQX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 460 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2024, an estimated $11.1K.
Financial Synergies Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $11.5K in Q2 2023.
121 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.