HPWM
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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
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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

High Point Wealth Management's QQQX Position: Q2 2026 in Review

High Point Wealth Management increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 21% in Q2 2026, buying an estimated $277K and bringing the position to 53,804 shares worth $1.62M. The position accounts for 1.33% of the portfolio, ranked #17.

High Point Wealth Management first reported a position in QQQX in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • High Point Wealth Management held 53,804 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.62M as of Q2 2026.
  • High Point Wealth Management bought 9,251 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $277K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 1.33% of High Point Wealth Management's portfolio in Q2 2026, its #17 holding.
  • High Point Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.