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 Q2	$6.33K	Hold	210	–	–	﹤0.01%	1213
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	–	759
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 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 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

Golden State Wealth Management's QQQX Position: Q2 2026 in Review

Golden State Wealth Management held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q2 2026 at 210 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Golden State Wealth Management first reported a position in QQQX in Q1 2019 and has held it in 11 quarters since. The position peaked at $215K in Q1 2019. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Golden State Wealth Management held 210 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $6.33K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #1213 holding.
Golden State Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $215K in Q1 2019.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.