Institutional & Family Asset Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Institutional & Family Asset 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
2019 Q1	–	Sell	-300	Closed	-$6K	–	870
2018 Q4	$6K	Sell	300 -400	-57%	-$8.84K	﹤0.01%	570
2018 Q3	$17K	Sell	700 -4,600	-87%	-$114K	﹤0.01%	456
2018 Q2	$139K	Buy	+5,300	New	+$140K	0.03%	221

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

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

RJA

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

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

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

RJFSA

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

LTFS

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

Institutional & Family Asset Management's QQQX Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2019, closing a stake of 300 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in QQQX in Q2 2018 and held it in 3 quarters. The position peaked at $139K in Q2 2018. 89 funds tracked by Wall St. Rank hold QQQX as of Q1 2019.

Institutional & Family Asset Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 300 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2019, an estimated $6K.
Institutional & Family Asset Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2018 and held it in 3 quarters.
Institutional & Family Asset Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $139K in Q2 2018.
89 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.