Focus Partners Wealth
QQQX icon

Focus Partners Wealth’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Focus Partners Wealth’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
Q1 		$446K Sell
16,737
-749
-4% -$20.8K ﹤0.01% 1997
2025
Q4 		$499K Buy
17,486
+259
+2% +$7.22K ﹤0.01% 1952
2025
Q3 		$473K Buy
+17,227
New +$462K ﹤0.01% 1633

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth's QQQX Position: Q1 2026 in Review

Focus Partners Wealth reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 4.3% in Q1 2026, selling an estimated $20.8K and leaving 16,737 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Focus Partners Wealth first reported a position in QQQX in Q3 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Focus Partners Wealth held 16,737 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $446K as of Q1 2026.
  • Focus Partners Wealth sold 749 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $20.8K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1997 holding.
  • Focus Partners Wealth first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $499K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.