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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
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% 1244
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% 1716
2015
Q4 		$83K Buy
+4,293
New +$82K 0.01% 1287

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's QQQX Position: Q2 2026 in Review

IFP Advisors opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 1,107 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #2646 among its holdings. This is a return to the name: IFP Advisors previously reported a position in QQQX as recently as Q4 2022.

IFP Advisors first reported a position in QQQX in Q4 2015 and has held it in 19 quarters since. The position peaked at $388K in Q3 2018. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • IFP Advisors held 1,107 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $33.4K as of Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new IFP Advisors position in Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2646 holding.
  • IFP Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2015 and has held it in 19 quarters since.
  • IFP Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $388K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.