Ken Fisher
QQQX icon

Ken Fisher’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Ken Fisher’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
2025
Q2 		– Sell
-24,655
Closed -$586K – 1058
2025
Q1 		$586K Buy
+24,655
New +$644K ﹤0.01% 760
2024
Q2 		– Sell
-13,612
Closed -$329K – 1037
2024
Q1 		$329K Buy
+13,612
New +$320K ﹤0.01% 852

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ken Fisher's QQQX Position: Q2 2025 in Review

Ken Fisher sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 24,655 shares — an estimated $586K sold.

Ken Fisher first reported a position in QQQX in Q1 2024 and held it in 2 quarters. The position peaked at $586K in Q1 2025. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • Ken Fisher reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 24,655 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $586K.
  • Ken Fisher first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2024 and held it in 2 quarters.
  • Ken Fisher's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $586K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.