Global Retirement Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Global Retirement Partners’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	$58K	Buy	+1,923	New	+$57.5K	﹤0.01%	2423
2025 Q4	$96K	Buy	3,366 +1,076	+47%	+$30K	﹤0.01%	1945
2025 Q3	$62.9K	Hold	2,290	–	–	﹤0.01%	1775
2025 Q2	$60.6K	Buy	+2,290	New	+$55.9K	﹤0.01%	1666
2024 Q4	$61.9K	Hold	2,290	–	–	﹤0.01%	1519
2024 Q3	$57.5K	Hold	2,290	–	–	﹤0.01%	1500
2024 Q2	$57.4K	Hold	2,290	–	–	﹤0.01%	1459
2024 Q1	$55.3K	Hold	2,290	–	–	﹤0.01%	1369
2023 Q4	$52.8K	Hold	2,290	–	–	﹤0.01%	1336
2023 Q3	$51K	Sell	2,290 -45	-2%	-$1.06K	﹤0.01%	1262
2023 Q2	$58.2K	Hold	2,335	–	–	﹤0.01%	1196
2023 Q1	$54.7K	Buy	2,335 +1,233	+112%	+$28.2K	﹤0.01%	1194
2022 Q4	$22.5K	Hold	1,102	–	–	﹤0.01%	1434
2022 Q3	$25K	Hold	1,102	–	–	﹤0.01%	1300
2022 Q2	$24K	Hold	1,102	–	–	﹤0.01%	1292
2022 Q1	$25K	Buy	+1,102	New	+$29.8K	﹤0.01%	1272

Other funds holding QQQX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Global Retirement Partners's QQQX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 1,923 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #2423 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QQQX as recently as Q4 2025.

Global Retirement Partners first reported a position in QQQX in Q1 2022 and has held it in 16 quarters since. The position peaked at $96K in Q4 2025. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Global Retirement Partners held 1,923 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $58K as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2423 holding.
Global Retirement Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $96K in Q4 2025.
152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.