Formidable Asset Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Formidable Asset Management’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	–	Sell	-7,100	Closed	-$202K	–	410
2026 Q1	$202K	Sell	7,100 -1,000	-12%	-$27.8K	0.03%	366
2025 Q4	$222K	Sell	8,100 -2,100	-21%	-$58.5K	0.03%	368
2025 Q3	$270K	Buy	10,200 +1,000	+11%	+$26.8K	0.04%	342
2025 Q2	$219K	Hold	9,200	–	–	0.04%	358
2025 Q1	$219K	Buy	+9,200	New	+$240K	0.04%	359
2024 Q2	–	Sell	-7,200	Closed	-$174K	–	424
2024 Q1	$174K	Buy	+7,200	New	+$169K	0.03%	337
2023 Q4	–	Sell	-9,075	Closed	-$204K	–	302
2023 Q3	$204K	Sell	9,075 -500	-5%	-$11.8K	0.05%	259
2023 Q2	$239K	Hold	9,575	–	–	0.05%	238
2023 Q1	$229K	Buy	+9,575	New	+$219K	0.05%	259
2022 Q4	–	Sell	-9,075	Closed	-$203K	–	327
2022 Q3	$203K	Sell	9,075 -520	-5%	-$12.1K	0.05%	269
2022 Q2	$210K	Hold	9,595	–	–	0.05%	270
2022 Q1	$273K	Buy	+9,595	New	+$259K	0.05%	260
2021 Q4	–	Sell	-11,595	Closed	-$329K	–	346
2021 Q3	$329K	Sell	11,595 -125	-1%	-$3.69K	0.06%	257
2021 Q2	$342K	Sell	11,720 -9,079	-44%	-$257K	0.07%	211
2021 Q1	$571K	Sell	20,799 -700	-3%	-$18.7K	0.12%	146
2020 Q4	$551K	Buy	+21,499	New	+$532K	0.13%	148
2020 Q3	–	Sell	-21,757	Closed	-$535K	–	288
2020 Q2	$535K	Buy	21,757 +1,000	+5%	+$22.3K	0.16%	127
2020 Q1	$394K	Buy	+20,757	New	+$467K	0.16%	121
2019 Q4	–	Sell	-23,763	Closed	-$534K	–	246
2019 Q3	$534K	Buy	+23,763	New	+$532K	0.49%	35
2018 Q4	–	Sell	-12,840	Closed	-$314K	–	106
2018 Q3	$314K	Buy	+12,840	New	+$319K	0.12%	98
2017 Q1	–	Sell	-12,922	Closed	-$240K	–	206
2016 Q4	$240K	Buy	+12,922	New	+$240K	0.12%	146
2016 Q2	–	Sell	-4,721	Closed	-$85K	–	358
2016 Q1	$85K	Buy	4,721 +800	+20%	+$14K	0.06%	163
2015 Q4	$73K	Hold	3,921	–	–	0.05%	190
2015 Q3	$67K	Buy	3,921 +1	+0%	+$18	0.04%	198
2015 Q2	$72K	Hold	3,920	–	–	0.05%	182
2015 Q1	$74K	Hold	3,920	–	–	0.05%	172
2014 Q4	$75K	Hold	3,920	–	–	0.05%	164
2014 Q3	$79K	Hold	3,920	–	–	0.05%	160
2014 Q2	$74K	Hold	3,920	–	–	0.04%	186
2014 Q1	$73K	Hold	3,920	–	–	0.05%	164
2013 Q4	$69K	Hold	3,920	–	–	0.05%	174
2013 Q3	$65K	Buy	+3,920	New	+$63.8K	0.06%	152

Other funds holding QQQX

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

SCM

Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

SFS

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

SDAM

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

HWAM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Formidable Asset Management's QQQX Position: Q2 2026 in Review

Formidable Asset Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026, closing a stake of 7,100 shares — an estimated $202K sold.

Formidable Asset Management first reported a position in QQQX in Q3 2013 and held it in 32 quarters. The position peaked at $571K in Q1 2021. 53 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Formidable Asset Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
Formidable Asset Management sold 7,100 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $202K.
Formidable Asset Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2013 and held it in 32 quarters.
Formidable Asset Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $571K in Q1 2021.
53 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.