Heritage Wealth Management (Arizona)’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$23.6K	Buy	1,154 +577	+100%	+$12.6K	﹤0.01%	635
2022 Q3	$12K	Hold	577	–	–	﹤0.01%	622
2022 Q2	$12.6K	Hold	577	–	–	﹤0.01%	631
2022 Q1	$16K	Buy	+577	New	+$15.6K	﹤0.01%	635
2021 Q3	$16K	Hold	577	–	–	0.01%	591
2021 Q2	$17K	Hold	577	–	–	0.01%	587
2021 Q1	$16K	Buy	+577	New	+$15.4K	0.01%	519

Other funds holding QQQX

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s QQQX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 100% in Q4 2022, buying an estimated $12.6K and bringing the position to 1,154 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Heritage Wealth Management (Arizona) first reported a position in QQQX in Q1 2021 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold QQQX as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,154 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $23.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 577 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2022, an estimated $12.6K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #635 holding.
Heritage Wealth Management (Arizona) first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2021 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.