High Point Wealth Management
QQQX icon

High Point Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

High Point 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
Q3 		$1.82M Buy
59,936
+6,132
+11% +$186K 1.44% 16
2026
Q2 		$1.62M Buy
53,804
+9,251
+21% +$277K 1.33% 17
2026
Q1 		$1.19M Buy
44,553
+4,940
+12% +$137K 1.15% 24
2025
Q4 		$1.13M Buy
+39,613
New +$1.1M 1.06% 24

Other funds holding QQQX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

High Point Wealth Management's QQQX Position: Q3 2026 in Review

High Point Wealth Management increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 11% in Q3 2026, buying an estimated $186K and bringing the position to 59,936 shares worth $1.82M. The position accounts for 1.44% of the portfolio, ranked #16.

High Point Wealth Management first reported a position in QQQX in Q4 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • High Point Wealth Management held 59,936 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.82M as of Q3 2026.
  • High Point Wealth Management bought 6,132 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $186K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 1.44% of High Point Wealth Management's portfolio in Q3 2026, its #16 holding.
  • High Point Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.