IFP Advisors
QQQX icon

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

IFP 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
2026
Q3 		– Sell
-1,107
Closed -$33.4K – 5365
2026
Q2 		$33.4K Buy
+1,107
New +$33.1K ﹤0.01% 2646
2023
Q1 		– Sell
-9,001
Closed -$248K – 4206
2022
Q4 		$248K Buy
9,001
+3,210
+55% +$70.2K 0.01% 1243
2022
Q3 		$160K Buy
5,791
+2,534
+78% +$58.8K ﹤0.01% 1550
2022
Q2 		$90K Hold
3,257
– – ﹤0.01% 1758
2022
Q1 		$90K Buy
+3,257
New +$88K ﹤0.01% 1758
2019
Q1 		$8K Sell
350
-1,905
-84% -$41.6K ﹤0.01% 1718
2018
Q4 		$45K Sell
2,255
-13,891
-86% -$307K ﹤0.01% 1671
2018
Q3 		$388K Buy
16,146
+4,684
+41% +$116K 0.02% 789
2018
Q2 		$300K Buy
11,462
+9,528
+493% +$251K 0.01% 876
2018
Q1 		$47K Hold
1,934
– – ﹤0.01% 1854
2017
Q4 		$47K Sell
1,934
-2,298
-54% -$54.4K ﹤0.01% 1872
2017
Q3 		$94K Sell
4,232
-928
-18% -$20.3K ﹤0.01% 1592
2017
Q2 		$112K Hold
5,160
– – ﹤0.01% 1469
2017
Q1 		$107K Hold
5,160
– – ﹤0.01% 1456
2016
Q4 		$96K Buy
5,160
+800
+18% +$14.9K ﹤0.01% 1487
2016
Q3 		$82K Hold
4,360
– – ﹤0.01% 1495
2016
Q2 		$78K Buy
4,360
+4,010
+1,146% +$72.2K ﹤0.01% 1485
2016
Q1 		$8K Sell
350
-3,943
-92% -$69.1K ﹤0.01% 1719
2015
Q4 		$83K Buy
+4,293
New +$82K 0.01% 1287

Other funds holding QQQX

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFP Advisors's QQQX Position: Q3 2026 in Review

IFP Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2026, closing a stake of 1,107 shares — an estimated $33.4K sold.

IFP Advisors first reported a position in QQQX in Q4 2015 and held it in 19 quarters. The position peaked at $388K in Q3 2018. 50 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • IFP Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 1,107 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $33.4K.
  • IFP Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $388K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.