IHT Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

IHT Wealth Management’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	$1.59M	Buy	+52,731	New	+$1.58M	0.03%	469
2018 Q2	–	Sell	-2,500	Closed	-$60K	–	1123
2018 Q1	$60K	Hold	2,500	–	–	0.02%	623
2017 Q4	$62K	Sell	2,500 -732	-23%	-$17.3K	0.02%	629
2017 Q3	$73K	Hold	3,232	–	–	0.03%	415
2017 Q2	$0	Hold	3,232	–	–	﹤0.01%	1458
2017 Q1	$67K	Hold	3,232	–	–	0.04%	358
2016 Q4	$60K	Buy	+3,232	New	+$60.1K	0.05%	352

Other funds holding QQQX

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IHT Wealth Management's QQQX Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 52,731 shares worth $1.59M. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in QQQX as recently as Q1 2018.

IHT Wealth Management first reported a position in QQQX in Q4 2016 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

IHT Wealth Management held 52,731 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.59M as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new IHT Wealth Management position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #469 holding.
IHT Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2016 and has held it in 7 quarters since.
152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.