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
Q2 		$570K Buy
18,921
+2,184
+13% +$65.3K ﹤0.01% 1904
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 $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth's QQQX Position: Q2 2026 in Review

Focus Partners Wealth increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 13% in Q2 2026, buying an estimated $65.3K and bringing the position to 18,921 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Focus Partners Wealth first reported a position in QQQX in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Focus Partners Wealth held 18,921 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $570K as of Q2 2026.
  • Focus Partners Wealth bought 2,184 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $65.3K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1904 holding.
  • Focus Partners Wealth first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.