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

Goodman Advisory Group’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
2024
Q4 		– Sell
-919
Closed -$23.1K – 151
2024
Q3 		$23.1K Buy
+919
New +$22.6K 0.01% 138

Other funds holding QQQX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goodman Advisory Group's QQQX Position: Q4 2024 in Review

Goodman Advisory Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2024, closing a stake of 919 shares — an estimated $23.1K sold.

Goodman Advisory Group first reported a position in QQQX in Q3 2024 and held it in 1 quarter. The position peaked at $23.1K in Q3 2024. 139 funds tracked by Wall St. Rank hold QQQX as of Q4 2024.

  • Goodman Advisory Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 919 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2024, an estimated $23.1K.
  • Goodman Advisory Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2024 and held it in 1 quarter.
  • Goodman Advisory Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $23.1K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2024.

Based on Goodman Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.