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Kiley Juergens Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-702
Closed -$16K – 493
2018
Q3 		$16K Hold
702
– – 0.01% 402
2018
Q2 		$18K Buy
+702
New +$18.5K 0.02% 347
2018
Q1 		– Sell
-702
Closed -$16K – 475
2017
Q4 		$16K Buy
+702
New +$16.6K 0.01% 384

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Kiley Juergens Wealth Management's QQQX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2018, closing a stake of 702 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in QQQX in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 86 funds tracked by Wall St. Rank hold QQQX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 702 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2018, an estimated $16K.
  • Kiley Juergens Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $18K in Q2 2018.
  • 86 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.