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Independent Advisor Alliance’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-13,356
Closed -$321K – 752
2019
Q4 		$321K Buy
+13,356
New +$312K 0.01% 660

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Independent Advisor Alliance's QQQX Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2020, closing a stake of 13,356 shares — an estimated $321K sold.

Independent Advisor Alliance first reported a position in QQQX in Q4 2019 and held it in 1 quarter. The position peaked at $321K in Q4 2019. 92 funds tracked by Wall St. Rank hold QQQX as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,356 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2020, an estimated $321K.
  • Independent Advisor Alliance first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $321K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.