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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFP Advisors's QQQX Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2023, closing a stake of 9,001 shares — an estimated $248K sold.

IFP Advisors first reported a position in QQQX in Q4 2015 and held it in 18 quarters. The position peaked at $388K in Q3 2018. 105 funds tracked by Wall St. Rank hold QQQX as of Q1 2023.

  • IFP Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 9,001 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2023, an estimated $248K.
  • IFP Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $388K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.