Gradient Investments’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Gradient Investments’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
2020 Q2	–	Sell	-100	Closed	-$2K	–	1168
2020 Q1	$2K	Sell	100 -366	-79%	-$8.23K	﹤0.01%	935
2019 Q4	$11K	Buy	+466	New	+$10.9K	﹤0.01%	677
2017 Q2	–	Sell	-4,000	Closed	-$83K	–	889
2017 Q1	$83K	Buy	+4,000	New	+$80.6K	0.01%	275
2015 Q2	–	Sell	-1,010	Closed	-$19K	–	707
2015 Q1	$19K	Buy	+1,010	New	+$19.2K	﹤0.01%	329

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's QQQX Position: Q2 2020 in Review

Gradient Investments sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

Gradient Investments first reported a position in QQQX in Q1 2015 and held it in 4 quarters. The position peaked at $83K in Q1 2017. 91 funds tracked by Wall St. Rank hold QQQX as of Q2 2020.

Gradient Investments reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
Gradient Investments sold 100 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2020, an estimated $2K.
Gradient Investments first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2015 and held it in 4 quarters.
Gradient Investments's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $83K in Q1 2017.
91 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.