FFA
QQQX icon

Founders Financial Alliance’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-618
Closed -$15K – 1050
2020
Q3 		$15K Buy
+618
New +$15.3K 0.01% 658

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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Founders Financial Alliance's QQQX Position: Q4 2020 in Review

Founders Financial Alliance sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2020, closing a stake of 618 shares — an estimated $15K sold.

Founders Financial Alliance first reported a position in QQQX in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 114 funds tracked by Wall St. Rank hold QQQX as of Q4 2020.

  • Founders Financial Alliance reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 618 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2020, an estimated $15K.
  • Founders Financial Alliance first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $15K in Q3 2020.
  • 114 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.