GRP
QQQX icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return