Householder Group Estate & Retirement Specialist’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-777	Closed	-$17.5K	–	1289
2023 Q3	$17.5K	Buy	+777	New	+$18.4K	0.01%	671
2023 Q1	$19K	Buy	+777	New	+$17.8K	0.01%	647
2022 Q4	–	Sell	-777	Closed	-$15K	–	919
2022 Q3	$15K	Buy	+777	New	+$18K	0.01%	648

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QQQX Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2023, closing a stake of 777 shares — an estimated $17.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in QQQX in Q3 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2023. 119 funds tracked by Wall St. Rank hold QQQX as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 777 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2023, an estimated $17.5K.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $19K in Q1 2023.
119 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.