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Golden State Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Golden State Wealth Management’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
Q1 		$5.6K Hold
210
– – ﹤0.01% 1195
2025
Q4 		$5.99K Hold
210
– – ﹤0.01% 1210
2025
Q3 		$5.77K Hold
210
– – ﹤0.01% 1227
2025
Q2 		$5.56K Hold
210
– – ﹤0.01% 1210
2025
Q1 		$4.99K Hold
210
– – ﹤0.01% 1169
2024
Q4 		$5.68K Buy
+210
New +$5.46K ﹤0.01% 1093
2020
Q2 		– Sell
-210
Closed -$4K – 722
2020
Q1 		$4K Buy
+210
New +$4.72K ﹤0.01% 785
2019
Q4 		– Sell
-5,302
Closed -$117K – 715
2019
Q3 		$117K Sell
5,302
-4,152
-44% -$93K 0.04% 291
2019
Q2 		$211K Sell
9,454
-184
-2% -$4.12K 0.07% 216
2019
Q1 		$215K Buy
+9,638
New +$211K 0.07% 216

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return