IBEX Wealth Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-2,940	Closed	-$83K	–	370
2021 Q3	$83K	Buy	+2,940	New	+$86.8K	0.02%	236
2019 Q3	–	Sell	-2,940	Closed	-$65K	–	323
2019 Q2	$65K	Buy	+2,940	New	+$65.8K	0.02%	193

Other funds holding QQQX

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's QQQX Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2021, closing a stake of 2,940 shares — an estimated $83K sold.

IBEX Wealth Advisors first reported a position in QQQX in Q2 2019 and held it in 2 quarters. The position peaked at $83K in Q3 2021. 107 funds tracked by Wall St. Rank hold QQQX as of Q4 2021.

IBEX Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 2,940 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2021, an estimated $83K.
IBEX Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $83K in Q3 2021.
107 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.