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GoalVest Advisory’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

GoalVest Advisory’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 		$6.42K Hold
213
– – ﹤0.01% 373
2026
Q1 		$5.68K Hold
213
– – ﹤0.01% 387
2025
Q4 		$6.08K Hold
213
– – ﹤0.01% 458
2025
Q3 		$5.85K Buy
+213
New +$5.71K ﹤0.01% 355

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GoalVest Advisory's QQQX Position: Q2 2026 in Review

GoalVest Advisory held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q2 2026 at 213 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

GoalVest Advisory first reported a position in QQQX in Q3 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • GoalVest Advisory held 213 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $6.42K as of Q2 2026.
  • GoalVest Advisory left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #373 holding.
  • GoalVest Advisory first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.