KFI
QQQX icon

Key Financial Inc’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Key Financial Inc’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 		– Sell
-1,104
Closed -$29.4K – 1436
2026
Q1 		$29.4K Hold
1,104
– – 0.01% 643
2025
Q4 		$31.5K Hold
1,104
– – 0.01% 624
2025
Q3 		$30.4K Hold
1,104
– – 0.01% 616
2025
Q2 		$29.2K Hold
1,104
– – 0.01% 604
2025
Q1 		$26.2K Hold
1,104
– – 0.01% 596
2024
Q4 		$29.9K Hold
1,104
– – 0.01% 570
2024
Q3 		$27.7K Hold
1,104
– – 0.01% 581
2024
Q2 		$27.7K Hold
1,104
– – 0.01% 579
2024
Q1 		$26.7K Hold
1,104
– – 0.01% 554
2023
Q4 		$25.6K Hold
1,104
– – 0.01% 540
2023
Q3 		$24.8K Hold
1,104
– – 0.01% 523
2023
Q2 		$27.5K Hold
1,104
– – 0.01% 511
2023
Q1 		$26.4K Hold
1,104
– – 0.01% 488
2022
Q4 		$22.6K Hold
1,104
– – 0.01% 473
2022
Q3 		$23K Hold
1,104
– – 0.01% 476
2022
Q2 		$25K Hold
1,104
– – 0.01% 468
2022
Q1 		$31K Hold
1,104
– – 0.02% 428
2021
Q4 		$34K Hold
1,104
– – 0.02% 406
2021
Q3 		$31K Hold
1,104
– – 0.02% 405
2021
Q2 		$33K Hold
1,104
– – 0.02% 403
2021
Q1 		$30K Hold
1,104
– – 0.02% 345
2020
Q4 		$29K Buy
+1,104
New +$27.3K 0.02% 323
2020
Q2 		– Sell
-1,104
Closed -$21K – 496
2020
Q1 		$21K Buy
+1,104
New +$24.8K 0.02% 317

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Key Financial Inc's QQQX Position: Q2 2026 in Review

Key Financial Inc sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026, closing a stake of 1,104 shares — an estimated $29.4K sold.

Key Financial Inc first reported a position in QQQX in Q1 2020 and held it in 23 quarters. The position peaked at $34K in Q4 2021. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Key Financial Inc reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 1,104 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $29.4K.
  • Key Financial Inc first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2020 and held it in 23 quarters.
  • Key Financial Inc's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $34K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.