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Foundations Investment Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Foundations Investment 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
2022
Q2 		– Sell
-8,319
Closed -$220K – 411
2022
Q1 		$220K Buy
8,319
+960
+13% +$25.9K 0.01% 325
2021
Q4 		$216K Buy
+7,359
New +$219K 0.01% 322

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foundations Investment Advisors's QQQX Position: Q2 2022 in Review

Foundations Investment Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2022, closing a stake of 8,319 shares — an estimated $220K sold.

Foundations Investment Advisors first reported a position in QQQX in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q1 2022. 102 funds tracked by Wall St. Rank hold QQQX as of Q2 2022.

  • Foundations Investment Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,319 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2022, an estimated $220K.
  • Foundations Investment Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2021 and held it in 2 quarters.
  • Foundations Investment Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $220K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.