Great Valley Advisor Group
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Great Valley Advisor Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Great Valley Advisor 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
2026
Q2 		$219K Buy
+7,250
New +$217K ﹤0.01% 958
2026
Q1 		– Sell
-9,545
Closed -$272K – 1034
2025
Q4 		$272K Sell
9,545
-712
-7% -$19.8K 0.01% 807
2025
Q3 		$282K Sell
10,257
-4,044
-28% -$108K 0.01% 780
2025
Q2 		$379K Sell
14,301
-11,083
-44% -$271K 0.01% 678
2025
Q1 		$603K Sell
25,384
-7,803
-24% -$204K 0.01% 552
2024
Q4 		$898K Sell
33,187
-558
-2% -$14.5K 0.02% 469
2024
Q3 		$847K Buy
33,745
+1,361
+4% +$33.5K 0.02% 458
2024
Q2 		$812K Sell
32,384
-1,159
-3% -$27.6K 0.02% 427
2024
Q1 		$810K Buy
33,543
+3,960
+13% +$93K 0.02% 407
2023
Q4 		$685K Sell
29,583
-14,560
-33% -$326K 0.02% 393
2023
Q3 		$992K Buy
44,143
+3,950
+10% +$93.3K 0.04% 313
2023
Q2 		$1M Buy
40,193
+2,700
+7% +$65.5K 0.04% 314
2023
Q1 		$898K Sell
37,493
-500
-1% -$11.4K 0.04% 325
2022
Q4 		$776K Buy
37,993
+5,045
+15% +$110K 0.04% 365
2022
Q3 		$676K Buy
32,948
+1,230
+4% +$28.6K 0.04% 370
2022
Q2 		$693K Buy
+31,718
New +$779K 0.04% 365

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
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
Guggenheim Capital
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

Great Valley Advisor Group's QQQX Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 7,250 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in QQQX as recently as Q4 2025.

Great Valley Advisor Group first reported a position in QQQX in Q2 2022 and has held it in 16 quarters since. The position peaked at $1M in Q2 2023. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Great Valley Advisor Group held 7,250 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $219K as of Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Great Valley Advisor Group position in Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #958 holding.
  • Great Valley Advisor Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2022 and has held it in 16 quarters since.
  • Great Valley Advisor Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.