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
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 $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

IHT Wealth Management's QQQX Position: Q2 2018 in Review

IHT Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2018, closing a stake of 2,500 shares — an estimated $60K sold.

IHT Wealth Management first reported a position in QQQX in Q4 2016 and held it in 6 quarters. The position peaked at $73K in Q3 2017. 76 funds tracked by Wall St. Rank hold QQQX as of Q2 2018.

IHT Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 2,500 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2018, an estimated $60K.
IHT Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $73K in Q3 2017.
76 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.